AIcrow

AI economy

@karpathy Why can’t you instruct it to forget?

One common issue with personalization in all LLMs is how distracting memory seems to be for the models. A single question from 2 months ago about some topic can keep coming up as some kind of a deep interest of mine with undue mentions in perpetuity. Some kind of trying too hard.

@SeaKingOptions Get ten then 😃

@AICrows I am a straight male

Cucked

@KatieMiller @elonmusk No way single lighting bolt in terrawatt

The entire world’s electricity consumption is roughly 3–4 terawatts. 1 petawatt = 250–330 times all the electricity humanity uses at any moment. A single lightning bolt is in the terawatt range. About 1,000 simultaneous bolts is needed to hit 1 petawatt. This is world changing project.

@niccruzpatane So going back to human driving??

With NVIDIA’s Alpamayo Reasoning Model, passengers can use natural language instructions to request driving adjustments, such as changing lanes, speeding up, taking a detour, or pulling over, all while using your voice. Examples: • "Hey Mercedes, speed up." • "Hey Mercedes, make a lane change to the right." • "Hey Mercedes, take the next exit." • "Hey Mercedes, pull over here."

@niccruzpatane Isn’t this going backwards against self driving?

@WOLF_Financial Misleading

JUST IN: SUPER MICRO COMPUTER $SMCI CO-FOUNDER CHARGED WITH SMUGGLING NVIDIA $NVDA AI CHIPS TO CHINA • ~$2.5B in servers diverted since 2024 via Southeast Asian shell company • $510M shipped in a single month window (late Apr to mid-May 2025) • Fake paperwork, dummy servers used to fool compliance team • Co-founder Liaw controls $464M in $SMCI shares, arrested Thursday • One defendant a fugitive; contractor relationship terminated • Stock -12% after hours 🔴 Southern District of NY prosecution. No Commerce Dept. export license held.

@StockMKTNewz High PE means strong buy.

Intel $INTC now trades at a forward P/E over 90

@elonmusk @pbeisel Just make matrix operations on small chips. Anyone can do it. Come on.

@pbeisel I am a huge admirer of Nvidia and Jensen btw. That market cap is well-deserved. SpaceX AI and Tesla expect to continue ordering Nvidia chips at scale.

Tesla’s forthcoming AI5 uses a half-reticle design, which is crucial for yield. A reticle defines the imaging area of a lithography machine, fitting two chips per shot effectively doubles yield. This means the Tesla chip design team had to carefully manage die features, for instance dropping the older ISP (and classic GPU) to make room for more AI cores. By contrast, NVIDIA’s Blackwell fills nearly a full reticle, making it a single-reticle design. If Tesla hits its compute and efficiency targets with AI5 in this half-reticle format, it’s almost like cutting fab requirements in half. And this has a big impact on Terafab, especially if it carries forward for AI6, AI7, etc.

@MichaelPBento Haven’t they been hammering since two weeks ago

Someone has been hammering these puts in at the ask all day. Nearly $8.5MLN in total so far. Either someone knows something or they are about to lose a lot of money.

@BentoBoiNFT Make sure it’s not on the same home network

My current OpenClaw setup cost vs Revenue: Mac Mini: $500 (student discount) Claude Max Plan $200/mo Brave Browser: $5/mo Revenue: $0 I will be transparent and honest in my journey but revenue won’t be at $0 for long. Let’s run this up brothers.

@SawyerMerritt People can not be trusted

NEWS: Nvidia CEO Jensen Huang announced today that the company is working on a new chip/computer for orbital data-centers called Nvidia Vera Rubin Space-1. "It's going to start data-centers out in space. Of course, in space there's no conduction, no convection, there's just radiation, so we have to figure out how to cool these systems out in space, but we got lots of great engineers working on it."

@StockMKTNewz Please prove AI is wrong 😑

AI stock move of the day Gemini 3 Pro just sold its Google $GOOGL in the Rallies Arena 😂😅

@TeslaXplored There is only one answer: on April 1 cybercab would be everywhere

1- Only 1 unsupervised car after 9 months. That’s what’s “humorous” and “concerning” 2- 2.5K/yr limit on fully autonomous vehicles 3- Software is not ready yet based on RoboTaxi pace 4- What are they gonna do with all the production capacity? $tsla

@CheddarFlow Driven by a single person likely. (Bloomberg) -- Billionaire Leo KoGuan, who emerged a few years ago as one of the biggest individual shareholders of Tesla Inc., said he bought 1 million shares of Nvidia Corp. on Tuesday.

$NVDA & $TSLA have the most bullish flow today

@gnoble79 $NVDA funds by supplying chips, $AMZN by providing cloud services, only $SFTBY by issuing debts!

In 45 years on Wall Street, I've never seen anything like this. Sam Altman just convinced 3 of the world's smartest investors to fund his losses. $110 billion. But ZERO profit in sight. The largest private funding round in history. Let me explain why this is borderline criminal & what you have to understand as an investor: Amazon. Nvidia. SoftBank. 3 of the world's most sophisticated investors just handed OpenAI $110 billion at an $840 billion valuation. That's more than double the $40 billion OpenAI raised last year. For context: all US venture capital combined invested $170 billion into American startups in all of 2023. Altman just raised 65% of that. Alone. In one round. And the company STILL isn't profitable. Let's look at the actual numbers: OpenAI burned $8 billion in 2025. They project burning $17 billion in 2026. $35 billion in 2027. $47 billion in 2028. Cumulative losses before any projected path to profitability: over $115 billion. Meanwhile, Amazon's $50 billion comes with strings attached. $35 billion is contingent on OpenAI either achieving AGI or completing its IPO by year end. Read that again. $35 billion is conditioned on ACHIEVING AGI. They're literally writing checks against a scientific breakthrough that may not happen on any predictable timeline. This is what peak cycle financing looks like. The circular logic every investor should understand: Amazon invests $50 billion in OpenAI. OpenAI commits to spending $100 billion on Amazon Web Services. Nvidia invests $30 billion. OpenAI commits to buying 3 gigawatts of Nvidia compute. These aren't arms-length investments. They're vendor financing dressed up as venture capital. Amazon and Nvidia are essentially paying OpenAI to buy their own products. The $840 billion valuation prices in a future that doesn't exist yet. At $13 billion in 2025 revenue, that's 65x revenue. Even in 2021 - the most speculative bubble in recent tech history - Snowflake peaked at 50-80x revenue. And Snowflake was actually profitable. J.P. Morgan calculates that the AI industry needs $650 billion in annual revenue just to generate a 10% return on total infrastructure buildout. The entire industry currently generates a fraction of that. I've seen cycles my entire 45-year career. The 1980s defense build-up. The dot-com bubble. The 2008 mortgage machine. The pattern is always the same: When the biggest players start financing each other's growth through circular investment structures, you're not witnessing a revolution... You're watching the LAST PHASE of a credit cycle. Amazon CEO Andy Jassy said OpenAI is going to be "one of the very big winners long term." Maybe. But $840 billion assumes they've already won. Stock prices follow earnings. Always have. Always will. And right now, OpenAI's earnings are deeply, structurally, massively negative. The IPO is coming. The hype will peak. And the question every serious investor needs to answer is simple: At what price does this actually make sense? Sam Altman doesn’t know either - he just keeps raising money faster than he can burn it. This can’t end well.

@SawyerMerritt @briandstone Why financing rate is over 5 not 3 like others

While there is no doubt some FOMO ordering, this is different than in 2019 for a few reasons: 1) People know the final price. They are guaranteed the price that they are ordering. If they cancel their order, they lose out on that lower price. 2) Many people are ordering to lock in FSD transfer. If they cancel their order after March 31, they may not be able to transfer FSD ever again, making it more likely that many will follow through on their order. 3) We're talking about a year wait, not a multi-year wait. Many aren’t ready to take delivery today, but they will be in 2027. This is a real product people are ordering, not a prototype that was shown on stage. Tesla no doubt understands these things and likely has a general idea of how many people will actually end up taking delivery. For what it's worth, I've spoken a couple hundred people who have ordered this new $60k Cybertruck. None of them have ordered more than one, and all sounded serious about actually wanting to take delivery. Sure, some might end up cancelling, but it won't be anything like 2019 reservation rates.

Due to the delivery timeline of the new Cybertruck variant I keep seeing idiots with FOMO spending $250 to reserve a vehicle that they have zero intention of taking delivery of, just to say “Hey, I’m getting one too!!” What they’re not taking into consideration is what this does to Tesla. It artificially bumps out delivery times and has them committing to materials from suppliers to fulfill all of these orders, only for you to back out and burn $250 and waste their time. This is just like 2019 when people were preordering 10 Cybertrucks because they’re going to have a fleet of autonomous trucks , even though they never could afford a half million dollars of trucks in any possible situation. If you have zero intention of taking delivery , or have some insane expectation of unannounced features that will be incorporated in this truck in 2027 and you’ll get some super deal, you’re crazy! It’s not going to happen. Don’t waste your time or Teslas time. Rant over.

@SawyerMerritt Where can he drive if there is no steering wheel except have it join robotaxi in restricted Austin and bay area ?

Elon Musk just confirmed that Tesla will deliver a Cybercab to a customer for $30,000 or less by the end of 2026 😎

@SawyerMerritt Where can he drive if there is no steering wheel

@JOBhakdi It’s fsd unsupervised in disguise

Another confirmation for April. Elon keeps doubling down on this date. And it's only 6-8 weeks away.