DaRazor
@akramsrazor
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Hyyypergrowth, SaaS, Digital money enthusiast, CEFI Skeptic, Oil bull, and Futurist. If you ain't long, you're wrong. Occasional Security Analysis.
United States
Joined December 2011
If tobi had just been following me on twitter this $shop drama all could have been avoided. https://t.co/09F9f6Ijl4
the-razors-edge.ghost.io
Repost of my Feb 2021 piece...went 5/7 on the predictions...not bad. The Covid Conundrum “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so. “ –...
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You missed mlms and religion class all this other shit irrelevant in comparison.
Almost a decade ago I was the Harvard economist that said that bitcoin was more likely to be worth $100 than 100k. What did I miss? I was far too optimistic about the US coming to its senses about sensible cryptocurrency regulation; why would policymakers want to facilitate tax
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There is a new sheriff in town
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this raise is simply indefensible except if ur an arr speed crack head....whether ur the most bullish or bearish ai person this says more about the capital and incentives of those investing this money than anything in the history of investing....
Cursor announcing a $2.3B round at $29.3B post after a year of everyone claiming they were going bankrupt
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A capex poet and he didn’t even know it.. “Try this shiny GPU rack.” “No thanks, I’d like my capex back. It drains the grid, it eats my RAM— I’d rather bet on photograms.” “You might enjoy this optic link: It bends the light before you blink. Low jitter here, low loss out
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Futures Traders: Profits made today are profits you can take today. Withdraw from Day 1 in PRO—no waiting, no payout windows, no delays. Stay disciplined & get paid when it’s convenient for you, not just for the firm
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Startups shud be banned from arr disclosures w/o burn rates. It’s almost 2026 like go put ur metrics on the blockchain.
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$sndk weekly puts time to perfection after trading long like a degen momo
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Satya basically said OCI exists at his and Amazon's/Goog's discretion.
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This is ai narrative interference.
🚨🇨🇳 CHINA'S DEEPSEEK WARNS: “JOBPOCALYPSE” IS COMING - AND IT’S ALREADY HERE Forget the AI gold rush - China just hit the panic button. At the World Internet Conference in Wuzhen, Chen Deli, senior researcher at DeepSeek, broke ranks with Beijing’s techno-optimism to issue a
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So marginal cost of internet bandwidth in 2000 polar opposite of marginal cost of ai compute in 2025. 🤖 can be a research god at times.
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So feature not a bug…
⸻ 4. What does that do to the GPU analogy? This is where your instinct lands: •For fiber: •Once you commit to digging, stuffing the duct with tons of fibers is super cheap insurance. •“97% dark capacity” does not mean 97% of capex was wasted. A lot of that “dark” was the
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⸻ 4. What does that do to the GPU analogy? This is where your instinct lands: •For fiber: •Once you commit to digging, stuffing the duct with tons of fibers is super cheap insurance. •“97% dark capacity” does not mean 97% of capex was wasted. A lot of that “dark” was the
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So I ran into a telco old timer who kind of took issue w the whole dark fibre dotcom stat w respect to mal investment. That got me curious and I asked the supreme intelligence what it thought … Short version: the extra glass was very cheap once you were digging anyway, which is
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$rddt dropped like 10% after earn, reversed to flat and went up 10% next day, gave almost all of it back last 30mn, fell 20% next 4 sessions, rallies 20% next 4....this is price action of a lot of stocks lately
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Capex complex now over $10trl or roughly combined ev of $goog $amzn $msft $meta
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Infinite money bridge daily routine: 1)Wake up 3am check dram/nand spot prices 2) buy some $sndk pre mkt 3) read some threads on why memory is all that matters in life 4) look at my sndk 2026 estimates and realize they too low and take them up 5% from the day before 5) sell
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Yep
GEN Z’S NEW CAREER PLAN: SERVE THE 0.01% Megayachts. Dog poop. NDAs. Welcome to Gen Z’s version of job security. Across New York, LA, Dubai, and the Hamptons, twenty-somethings are ditching spreadsheets for silver service - swapping cubicles for private jets and corporate
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