Diamond Rapids
@diamondrapids
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@Alex_Intel_ @Jukanlosreve I think Elon does have the ambition. But he almost certainly has to pursue a licensing model. Problem is who will license him logic process technology? Intel? Samsung?
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$INTC Huh.
@Binyu592427 @Alex_Intel_ @WuMacus I'm 99% sure this 40C 11/7 contract is also him, he bought almost $200K of it. Let's see tomorrow if he knows as much as he thinks he knows.
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@Binyu592427 @Alex_Intel_ @WuMacus What it also tells me is, he isn't sure of the exact time it's coming out and more importantly, he believed it could have happened during this past week (or he wouldn't have sat in the electrocution chair for like 7 days and lost 10 million, every second of which he could have
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There will be no federal bailout for AI. The U.S. has at least 5 major frontier model companies. If one fails, others will take its place.
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It's time. #nukethefilibuster
@hhuang He will never allow 2018 and 2020 to happen again. He has the trifecta now, he's caught the dems red handed trying to destablize his term again.Sinema and Manchin are gone. He has but one secret weapon.
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@NeoKJ2505 @Areskapitalon 正确的，以后不会再有Sinema和Manchin这种人被选上来了
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• Trump Urges GOP to End Filibuster Before Democrats Can • Trump: Republicans Should Kill the Filibuster “Now” • Trump Warns Democrats Would End Filibuster ‘in the First Hour’ if in Power • Trump Calls for Immediate End to Filibuster, Predicts ‘Greatest Three Years in
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@Areskapitalon 他和民主党其实都在等待一个催化剂，然后试图以此达到自身目的。川普是nuke filibuster这样让他这剩下的一年零三个月可以快速通过一大堆法案，他深知不能再像第一任期那样期待中期选举。民主党是希望继续停摆到炸个大雷把Trump Admin的legacy最好直接炸烂
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@P_Remarks @CrosscheckC INTC is in a category of one in terms of US leading edge foundry capability. If you lose that ability now, you lose it forever. OAI is a poorly capitalized, subscale, never-made-a-profit company developing tech that many of the US’ largest and best capitalized companies not only
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OAI can fail and it won’t matter for AI advancement LT. Modern Netscape as far as I’m concerned if they don’t find sustainable business model [soon apparently as measured by Altman’s current crash outs and how poor my ChatGPT Pro functionality has become lately].
@P_Remarks @CrosscheckC INTC is in a category of one in terms of US leading edge foundry capability. If you lose that ability now, you lose it forever. OAI is a poorly capitalized, subscale, never-made-a-profit company developing tech that many of the US’ largest and best capitalized companies not only
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The one person who succeeded in uniting fintwit for one brief shiny moment against her has now explained that the words she said were not the words she meant in any way at all. What an utter dope
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The money is not the problem: AI is the new global arms race, and capex will eventually be funded by governments (US and China). If you want to know why gold/silver/bitcoin is soaring, it's the "debasement" to fund the AI arms race. But you can't print energy
has anybody done the math how many hundreds of new nuclear power plants the US will need by 2028 for all these AI daily circle jerk deals to be powered?
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@Perrid13 @JenniferJJacobs @LeaderJohnThune @KitMaherCNN Because you had Manchin and Sinema cucking you out of it. Don't act oblivious.
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An interesting article on Substrate from Fox Chapel Research. Summary: The founder is a known con artist involved in such other things as solving nuclear fusion and stealing $2.5M in a Kickstarter scam. The cofounder is the founder’s brother and has literally zero documented
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“make more electrons” is just VC-speak for “more natural gas” at least in the short term (next decade, probably) - a decent timeframe to make some money supplying it
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The Challenger job data implies we are entering a new phase of “unemployment surge by AI adoption” sooner than expected. Unfortunately, I don’t think it can be solved by cutting rates, as then big companies might prefer lower-cost loans while continuing OPEX-to-CAPEX shifts.
US companies announced the most job cuts for any October in more than two decades. "This comes as AI adoption, softening consumer and corporate spending, and rising costs drive belt-tightening and hiring freezes:” Challenger, Gray & Christmas https://t.co/ixCLoKEuuN
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I am on a vacation in which I’m desperately trying not to check work stuff But I’ve been reading some books on railroads and like the final piece is the government needs to just start passing pro AI legislation and we are in the gilded age
BREAKING: Per WSJ, OpenAI CFO Sarah Friar says the company is seeking federal support to help guarantee financing for the chips it needs to scale.
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AMD Says That Intel-NVIDIA Partnership May Result In Increased Competition & Pricing Pressure But Confident In It's Ability To Compete https://t.co/yRSTHKdudn
https://t.co/yRSTHKdudn
wccftech.com
AMD is on alert regarding the Intel-NVIDIA partnership, stating that it could affect their business, but they are ready to tackle & compete.
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This nom is not unlike the RFK Jr., Tulsi Gabbard and Elon Musk endorsements during the 2024 general election season. Jared is a former Democrat and wildly popular among the space base - which is consisted overwhelmingly of educated, high-income, white collar males. This
I am delighted to nominate Jared Isaacman, an accomplished business leader, philanthropist, pilot, and astronaut, as Administrator of the National Aeronautics and Space Administration (NASA). Jared will drive NASA’s mission of discovery and inspiration, paving the way for
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