eduardo

@girltummyfan @CollinRugg Even if. Not a reason at all. Are you for real??

@CollinRugg Not defending the boy’s reaction, but have we considered that she may have refused to go on a date with him due to implicit bias/racism?

NEW: New York City teen arrested after he body slammed a girl before stomping on her head because she didn't give him her number. The 15-year-old girl was seen trying to avoid the thug in East Harlem as he pushed her, harassed her, and assaulted her. The 14-year-old thug was later arrested and charged with assault. The girl was sent to the hospital. She suffered a concussion and is in stable condition. Never let this freak out of prison.

@PrestonBrashers No it’s not socialism. What are you talking about?

No federal bailouts! That’s not conservatism. It’s not even populism. It’s a step toward socialism.

@DesireeAmerica4 Another Biden and Lina Khan failure

Spirit Airlines just handed taxpayers a $500 million ransom note. The threat is simple: let us die, and the massive monopolies take over. Your cheap weekend flight vanishes, replaced by higher ticket prices ect... ​But if the government cuts the check, we aren't rescuing an airline. We’re financing a company that has already bankrupted itself twice. They figured out how to use their own failure as leverage against the American public. ​If you run out of money, you lose your house. If an airline runs out of money, the taxpayers buy them a new one.

@oguzerkan They’re still trying to catch up for transformers, Jensen is already looking 5-10 years ahead. When they get there, he will be out of sight.

No wonder Jensen got so defensive over $NVDA GPUs against custom chips. $GOOG will start using different custom chips for inference and training. $AMZN has already adopted this approach as they have Trainium for training and Inferentia for inference. Hyperscalers obviously see better price/performance in this approach, and this is where the industry is headed. $AVGO and $MRVL are poised to be big winners, while $NVDA dominance will be under increasing pressure.

@SenTomCotton They should have allowed the acquisition by Jetblue to create economies of scale and compete. Now consumers will have less options. Maybe you should try to put a deal together between the two to save jobs and create competition. That’s what we expect from you guys.

If Spirit’s creditors or other potential investors don’t think they can run it profitably coming out of its second bankruptcy in under two years, I doubt the US Government can either. Not the best use of taxpayer dollars.

@WSJ So this is what a failed @linamkhan policy will cost us 🙄

Exclusive: The Trump administration is nearing a rescue deal for Spirit Airlines that would loan the discount carrier as much as $500 million. on.wsj.com/4cspZM0

@FinanceJack44 Two steps ahead? 😂😂🙄

$AMD has really positioned themselves well for how the AI landscape is evolving. The MI400 series is designed to capitalize on the inference boom with a massive amount of memory. Inference workloads are only becoming more important as time goes on. CPU demand is exploding with the adoption of agentic AI, and $AMD is already a dominant incumbent in this space. They are a natural winner as this continues gaining traction. RocM is showing significant improvement, adding a real alternative for hyper scalers who do not wish the be locked in to the $NVDA ecosystem. It seems like management is always two steps ahead.

@SenWarren In your Bloomberg interview you say you are worried about the FED’s independence and the effects on our economy, but you don’t take accountability for your role as a politician to allow the huge fiscal spending under Biden that created the inflationary spiral

Donald Trump's Fed Chair nominee could not even say Donald Trump lost the 2020 election. He is nothing more than a sock puppet.

@joecarlsonshow Great execution! But the product plan was laid out long before… in their own words

"Tim Cook didn't innovate!" Products released under Tim Cook: - Apple Watch - Airpods - Apple Music - Apple TV - iCloud - Apple Pay - Face ID - Apple Silicon - Retina Display - Dozens of others... Don't come at me with this idiotic take that Tim Cook's Apple didn't innovate.

@film_girl Jamie Dimon

But seriously, Tim Cook will almost certainly rank as the best non-founder CEO of all time. I can’t think of another business leader who did it like him for such a long run.

@BCorr_AI @MrMikeInvesting The layers were defined by Jensen. Those names are important but as suppliers to the names in the layers.

@MrMikeInvesting You are missing several layers including memory ($SNDK, $MU, $WDC, SK Hynix, Samsung), networking ($CRDO , $AAOI, $COHR, $LITE), cooling ($VRT , $SMCI , $GEV ) and security ($CRWD, $PANW), to name a few.

Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon… These 5 layers include: 1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO 2. Chips ~ $NVDA, $AMD, $TSM, $AVGO 3. Cloud Infrastructure ~ $AMZN, $MSFT, $GOOGL, $CRWV 4. Models ~ $META, $ORCL 5. Applications ~ $PLTR, $TSLA All these names will see generational upside in 2026 as AI continues to expand rapidly. Save this for later…

@MrMikeInvesting Nice list but some names misplaced though: nbis power? Orcl models?

@AlecStapp I don’t think he is misleading, I just think you don’t like what he has to say. Dwarkesh sounded very ignorant in my opinion. Like it was too much for him.

This is the key moment between Jensen and Dwarkesh on export controls: 1. Dwarkesh asks why it’s okay to sell NVIDIA chips to China given the national security implications of AI models like Mythos. 2. Jensen gives a misleading answer, arguing that it’s okay to sell American chips to China because China already produces 60% of the world’s chips. 3. But as Jensen definitely knows, compute is measured in flops, not number of chips. 4. Dwarkesh then pushes back, pointing out that on a flops basis, China has 10% of the compute the US has, and giving them more compute would change their cyber capabilities. This exchange shows why it’s critically important for interviewers to have at least some technical knowledge, so they can push back against misleading talking points.

@dwarkesh_sp Horrible interview! From a listener perspective I don’t know if you were pushing him, playing dumb, or simply not understanding? Jensen will always try to sell his views. But making an effort to not understand is weird.

Distilled recap of the back-and-forth with Jensen on export controls: Dwarkesh: Wouldn’t selling Nvidia chips to China enable them to train models like Claude Mythos with cyber offensive capabilities that would be threats to American companies and national security? Jensen: First of all, Mythos was trained on fairly mundane capacity and a fairly mundane amount of it by an extraordinary company. The amount of capacity and the type of compute it was trained on is abundantly available in China. Dwarkesh: With that, could they eventually train a model like Mythos? Yes. But the question is, because we have more FLOPs, American labs are able to get to this level of capabilities first. Furthermore, even if they trained a model like this, the ability to deploy it at scale matters. If you had a cyber hacker, it's much more dangerous if they have a million of them versus a thousand of them. Jensen: Your premise is just wrong. The fact of the matter is their AI development is going just fine. The best AI researchers in the world, because they are limited in compute, also come up with extremely smart algorithms. DeepSeek is not an inconsequential advance. The day that DeepSeek comes out on Huawei first, that is a horrible outcome for our nation. Dwarkesh: Currently, you can have a model like DeepSeek that can run on any accelerator if it's open source. Why would that stop being the case in the future? Jensen: Suppose it optimizes for Huawei. Suppose it optimizes for their architecture. It would put others at a disadvantage. As AI diffuses out into the rest of the world, their standards and their tech stack will become superior to ours because their models are open. Dwarkesh: Tesla sold extremely good electric vehicles to China for a long time. iPhones are sold in China. They didn't cause some lock-in. China will still make their version of EVs, and they're dominating, or smartphones, they're dominating. Jensen: We are not a car. The fact that I can buy this car brand one day and use another car brand another day is easy. Computing is not like that. There's a reason why x86 still exists. There's a reason why Arm is so sticky. These ecosystems are hard to replace. Dwarkesh: It's just hard to imagine that there's a long-term lock-in to the Chinese ecosystem, even if they have this slightly better open-source model for a while. American labs port across accelerators constantly. Anthropic's models are run on GPUs, they're run on Trainium, they're run on TPUs. There are so many things you can do, from distilling to a model that's well fit for your chips. Jensen: China is the largest contributor to open source software in the world. China's the largest contributor to open models in the world. Today it's built on the American tech stack, Nvidia’s. Fact. All five layers of the tech stack for AI are important. The United States ought to go win all five of them. in a few years time, I'm making you the prediction that when we want American technology to be diffused around the world—out to India, out to the Middle East, out to Africa, out to Southeast Asia—on that day, I will tell you exactly about today's conversation, about how your policy ... caused the United States to concede the second largest market in the world for no good reason at all.

@Marcus4cyb @dwarkesh_sp Or not and you are not understanding 🤷🏻‍♂️

@dwarkesh_sp good work. Jensen seems stuck on his self interest. a little sad

@The_AI_Investor Was Dwarkesh playing dumb by asking questions many would, or was he not understanding what Jensen was trying to explain?

"You’re not talking to someone who woke up a loser” - Jensen Huang Jensen nearly lost his composure during a heated debate about selling chips to China, despite showing tremendous patience in response to the pushback.

@castillobuiles @dwarkesh_sp Little guy? 😂 Go to your empty wallet

@dwarkesh_sp Anthropic already tested and is now getting MORE TPUs The answer this little guy is hidding is COMTEXT SIZE TPUs Can handle 1M + comtext window size. Nvidia needs slow i/o to do that

I asked Jensen: “2 out of the top 3 models in the world, Claude and Gemini, were trained on TPU. What does that mean for Nvidia going forward?” After a long technical back and forth about what the right accelerator for AI looks like (see full episode), Jensen lays down the gauntlet: Jensen: "Nvidia's computing stack is the best performance per TCO in the world, bar none. Dylan's InferenceMax is sitting out there for everybody to use, and TPU won't come, Trainium won't come. Nobody wants to show up." “I'm not offended by other people using something else and trying things. If they don't try these other things, how would they know how good ours is?” “There are always big claims, but look at the number of ASICs that have been canceled. Just because you're going to build an ASIC, you still have to build something better than Nvidia. It's not that easy building something better than Nvidia. Nvidia's got to be missing something seriously, because of our scale and our velocity.”

@BramVGenechten Are you serious? First of all sales and earnings are double… hence double the market cap. Second, just buy both 🤷🏻‍♂️

Why would one buy $NVDA at $4T when you can buy $TSM < $2T

@NYCMayor Had they used a cooler maybe the cops would be in prison now 🙄

I have been briefed on an incident that occurred at Grand Central Station this morning. Reports indicate a man slashed three people on the platform with a machete. Officers shot the man when he did not drop the machete. He has since been pronounced dead. I’m grateful to the NYPD for their quick response and for preventing additional violence. The three victims were taken to the hospital and are thankfully in stable condition. The NYPD is conducting an internal investigation and will release body-worn camera footage, as it does in all incidents involving the discharge of an officer's firearm.

@SenWarren Another California debacle?

Jeff Bezos has $222 billion. If he paid my wealth tax this year, we could fund insulin in America for everyone who needs it plus free school lunch for every kid in Texas—and have plenty of money left over. And Bezos would still have $215 billion dollars to spare.