@edzitron I wonder what happens next. Innovation. Big AI companies bring down the costs through innovation. What a crazy concept. 🤣✍️
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Tyson Rothmen
113 posts
Tyson Rothmen
@thenormaltrader
Following the trends, Husband, Father. Tweets are my own. Not Financial Advice
เข้าร่วม Kasım 2023
9 กำลังติดตาม34 ผู้ติดตาม
@thenormaltrader @edzitron Ed has addressed this argument over and over again.
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OpenAI is absolutely cooked. This is loser language. You can’t be four years into the bubble saying “yeah our customers have a huge issue with how expensive our business is.” You just raised $122 billion! You can’t say shit like this!
businessinsider.com/sam-altman-ope…
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I kind of laughed off $rum pulling the $bird “move toward AI”, but holy shit a 270m cloud agreement backed by $nvda GPUs? Officially have become intrigued!
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$rum must have gotten with the trends. This is crazy!
$iren $cifr $crwv $nbis $keel
Hardik Shah@AIStockSavvy
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Rumble Signs 𝐌𝐮𝐥𝐭𝐢-𝐘𝐞𝐚𝐫 $𝟐𝟕𝟎𝐌 GPU Cloud Agreement - $RUM $NVDA 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ Rumble enters a 𝐦𝐮𝐥𝐭𝐢-𝐲𝐞𝐚𝐫 $𝟐𝟕𝟎𝐌 cloud services agreement. ➤ Deal represents the company’s 𝐥𝐚𝐫𝐠𝐞𝐬𝐭 customer commitment to date. ➤ Customer committed to purchase dedicated 𝐆𝐏𝐔 𝐜𝐥𝐨𝐮𝐝 capacity. ➤ Infrastructure will be powered by 𝐍𝐕𝐈𝐃𝐈𝐀 𝐁𝐥𝐚𝐜𝐤𝐰𝐞𝐥𝐥 𝐁𝟑𝟎𝟎 systems. ➤ Agreement includes potential for 𝐚𝐝𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐯𝐚𝐥𝐮𝐞 and extended duration. ➤ Transaction was disclosed in a Form 𝟖-𝐊 filing with the SEC. ➤ Further details expected in an upcoming 𝐜𝐨𝐦𝐩𝐚𝐧𝐲 𝐩𝐫𝐞𝐬𝐬 𝐫𝐞𝐥𝐞𝐚𝐬𝐞.
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$rum did I read correctly that rumble signed a GPU deal? Holy shit when did they shift to that
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@Tsukikira51 @edzitron And bottom line is if that “endzone” is within reach other investors step in. The endgame has been seen application wise. Token usage is not the issue in the grand scheme. Gov’t intervention would happen long before that
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@thenormaltrader @edzitron Ed understands the problem, read his blog posts. Application hasn't been solved, all that's happened is that they found a use via brute force tokenmaxxing.
The problem has always been that the kind of token spend necessary to do anything as an agent is too expensive.
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@Tsukikira51 @edzitron Yes and that comes down with optimization across all levels of AI. Exactly what companies like $arm and $amd are executing. Openai talks about how compute requirements relative to engine power. Compute prices come down over time as that happens too. It’s more $ to get to less $
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@ShannonJoyRadio Congrats to shannon. She outsmarted jensen!
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@edzitron AI has infinite demand, needs costs to be lowered for the consumers. That means more funding to do that. People are ridiculously stupid on the framing
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@Ross__Hendricks Dude holy shit congrats to ross hendricks. He figured it out. He needs to let Jensen know this asap!!! 🤣🤣🤣🤣🤣🤣🤣
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This has all the familiar hallmarks of the peak of an investment bubble
Stage 1: An influx of investor capital (i.e. dumb VCs with money burning a hole in their pocket) gives rise to fundamentally unprofitable business models (AI Labs)
Stage 2: This sends false price signals throughout the economy (i.e. selling compute at negative margins), causing massive misallocation of capital (businesses and employee workflows built around artificially cheap compute) .
Stage 3 (you are here): The false price signals inevitably clash with economic reality. In a race to show less horrific cash burn ahead of their IPOs, OpenAI and Anthropic have switched to consumption-based pricing models, and now we're suddenly finding out that companies like Uber and WalMart are cutting back on consumption
Stage 4 (coming to a stonk near you): Lots of paper wealth gets vaporized
Roger@rdd147
🚨 Sam Altman warns OpenAi and Anthropic are experiencing severe pullback on Ai spending as companies put significant restraints on spending to restrict costs. The company warns investors it’s the first time this has happened in Ai and something we never expected. The buildout costs aren’t sustainable to allow profitability to hyperscalers or end users. $soxx $dram
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Altman is telling you that companies are blowing through spending limits on tokens… $orcl makes that cheaper. $orcl is so valuable. Exactly why openai will never have a revenue problem. They HAVE the demand and HAVE the application
$meta $msft $nvda $aapl $tsla unlimited need.
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And who benefits the most? Who is critical infrastructure? $orcl everyone.
Business Insider@BusinessInsider
Sam Altman said AI budgeting has recently become a "huge issue" for some companies, something that "never came up" earlier this year. bit.ly/4uxIGnv
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@rdd147 And anyone with a brain knows this means $orcl is going to go way higher.
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🚨 Sam Altman warns OpenAi and Anthropic are experiencing severe pullback on Ai spending as companies put significant restraints on spending to restrict costs. The company warns investors it’s the first time this has happened in Ai and something we never expected. The buildout costs aren’t sustainable to allow profitability to hyperscalers or end users.
$soxx $dram
Business Insider@BusinessInsider
Sam Altman said AI budgeting has recently become a "huge issue" for some companies, something that "never came up" earlier this year. bit.ly/4uxIGnv
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Once again, bullish $orcl
CHItrader@CHItrader
Politico reports U.S. House Speaker Johnson will meet OpenAI founder Altman to discuss an AI framework.
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@blackandtans It’s a patience play. $sg moving that much recently tells me big players recognize a change. Which is huge to not be stuck in mud anymore. Need one REAL catalyst with numbers to get the stock heading back toward the 20s
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@thenormaltrader Do you have a prediction on when the move upwards begin? Before or after earnings?
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Absolutely love this $sg dip. Willing to take stake here. Rumblings are wraps have been a success. It doesn’t need to be a monster to move this stock. The focus for them is stopping the bleeding! People underestimate how much tht would cause this stock to have recovery rip
$cava
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Bullish rankings
1. $orcl
2. $nok
3. $sg
4. $hood
5. $rddt
$sg and $rddt for monster recovery potential
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