Rob Passarella
@robpas
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I run the media business for @TheCompoundNews I think therefore I laugh. Opinions are just that opinions.
ÜT: 40.755893,-73.985638
Joined March 2007
How to Borrow Against Your Portfolio for Less 👇 Live at 1pm ET On Talking Wealth, @awealthofcs sits down with Joseph Wang (@SyntheticFi_SF) to break down box spread loans using the options market to borrow at potentially lower rates. They discuss: • How box spreads work •
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Discover Your Ancestral Link to the Tribe of Judah Were your ancestors among the kings and prophets of ancient Israel? Uncover your legacy with the Judah Tribe DNA Test — where science meets scripture and history comes alive. Unlock your Biblical origins today with our test.
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Claude solved one of Donald Knuth's conjectures from writing "The Art of Computer Programming" and he wrote about it. https://t.co/fE9I56ipbU
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Being in shape used to be a status symbol, then Ozempic came along. Now AI is doing the same thing to coding and writing. But there are still ways to stand out. My latest on signal collapse and the new proof of work: https://t.co/SPsIgerFjW
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Big Boneparth weekend: We’re in the Wall Street Journal 🥹
wsj.com
Anxiety can grow when one half of a couple doesn’t have access to the family’s digital life and finances.
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@robpas I think TSM is going to ramp CoWoS as much as possible over the next few years. I imagine that whatever bottlenecks remain in chip production by 2030 will be different than today but hard to say exactly how. And TSM is incentivized to allow room for players outside of Nvidia to
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A very insightful conversation with a former $MSFT employee on cloud AI margins, GPU depreciation cycles, and the cloud economics in the AI era: 1. The expert highlights two key factors before discussing how $MSFT approaches ROIC targets in customer contracting conversations.
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Nice to see everyone catching on to the Godfather intimidation theme — “nice business you got there be a shame if Anthropic ruined it - here we’ll do a deal for agents - oh thank you for the investment too” Tony Soprano would be proud
Dario Amodei just raised $30 billion at a $380 billion valuation three weeks before going on camera to say his own technology terrifies him. Nobody is asking the obvious question: why does the CEO of the fastest-growing enterprise AI company on earth keep doing press tours about
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AI IS NOT FREE In recent weeks, the discussion about AI replacing a vast number of office jobs within just a few years has exploded. The argument is that "AI agents" will soon be able to do most of what people in shirts behind computers do today. Implicit in this discussion is
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This is so dopey … AWS alone has about 4 million customers - AWS, like all hyperscalers, is seeing demand from customers just look at GPU rentals and prices. It takes roughly 6-8 months to pay off the cost of a GPU on a cash basis. When Jensen says Compute = Revenue that’s what
The market is asking if this is as good as it gets for Nvidia, says Eric Diton, president and managing director of The Wealth Alliance, who notes that roughly 'half of Nvidia's revenue is from four companies' whose AI-related debt is a 'legitimate concern' https://t.co/PGBmEdoeQc
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I can’t believe it … AI got CNBC … it’s over folks…
BREAKING: Reorganization and layoffs at CNBC under new Editor in Chief David Cho. First major reorg for @VersantMedia. Headlines and story on @ReutersBiz @Reuters on LSEG. Will hit website shortly.
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As a fellow Italian I recognize this play, Mario Puzzo could have written this as the classic protection racket scheme in The Godfather. “Ai will kill your business unless you buy my agents to protect against it Mr Enterprise software.”
🚨 WARNING: ANTHROPIC CEO JUST SAID THAT AI WILL WIPE OUT EVERY JOB, AND SPIKE UNEMPLOYMENT TO 20% IN THE NEXT 12 MONTHS THIS IS ABSOLUTELY CRAZY “NO LIMIT” HAS BEEN WARNING US FOREVER. HIS ACCOUNT IS BLOWING UP RIGHT NOW. HE SAID ROBOTS WILL SOON BE ABLE TO FUC… Show more
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I can predict the future, who’d have thought this “wealth management plugin” would suck?
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I’ve seen many well funded “Bloomberg killers” over my financial lifetime. They face two problems the scale of managing and cleaning hi-quality data and the network effects. One from Reuters came close they argued “Bloomberg’s bond calculator was wrong”, true, but it didn’t
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