to be made of the ilk of Seraphim
Los Angeles, CA
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Come work with us
on materials, ID,
Continuously Learning Local Machines
And 3D Audio Interfaces
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Jensen is an enemy of the ordinary man
He hoodwinked hyperscalers to make purchase orders for GPU’s that won’t be plugged in until 2029, if ever, pushing up the price of RAM
One of the greediest, anti-American CEOs of the AI era
A banker dressed in builder-sheepskin
I also wanted to pull out a special part of the piece: fuck Jensen Huang. By forcing customers to take early delivery of GPUs to boost quarterly revenues, he artificially inflated the price of RAM and every consumer electronic. He and his hyperscale paypigs are scumbags.
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The datacenters aren’t really going to get built
It’s the narrative that’s been sustaining the liquidity
The most concerning part is that warehouses of Nvidia GPUs will likely be offloaded in 27’ and 28’ as defaults loom
Compute is going to be dirt cheap again
Just wait
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These are paid with IOUs
You’re going to look back at this era and cringe at not being able to see what’s clear as day
This is fake money, fake promises, and fake capacity
Nothing close to this scale will be built out
BREAKING: Anthropic is in talks to buy $45 billion of computing power from Nscale, the Nvidia-backed data center developer, per Bloomberg.
A deal could be finalized as soon as in the coming days and would bolster Nscale’s IPO prospects.
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I need you to open your eyes for once, in your life
There is no singularity
You are exit liquidity
We’re expanding access to the IPO market, so that more of our customers can participate. Starting today, October 19, we’re reducing the eligibility minimum to participate in IPOs, Follow Ons and Secondary offerings to $25,000 in retail assets (e.g., brokerage accounts, etc.). Learn more or sign up for alerts: go.fidelity.com/0aLSU8
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Dylan is the very same subhuman he’s making fun of in his posts
A good run, for him and his roommates
A reminder that you were all swindled by nerds on stimulants
Physiognomy never lies
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Models capabilities are data bound,
Therefore the further the;
F(model + compute + training recipe)
is from the data source, the more polluted and expensive it gets
Kind of like an inverse square law
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Because moving the F() closer to the datasource by simply providing proprietaries with compute, good base learners, and a decent learning algorithm
Means that they’ll outperform frontier labs on their distribution
Local is the future *because* it’s closest to the data!
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Cloudflare is currently defending businesses against agentic systems
This means they’ll have the data, plus the ability to sell custom agent permits services to websites
Perhaps one of the best public market stock picks for the next 5 years
Insanely valuable
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Sam is playing this extraordinarily well
OpenAI will likely never ipo, but keep posturing as if they would
A masterclass in getting government backstops
Truly, one of the best scheming CEOs of all time
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Everyone that thinks software-only has staying power, should go use REA with 6.1-sol in a multi-agent swarm and point it at arbitrary apps
When models of this class become opensource, you’re going to realize what’s here
This was not possible 3 months ago
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In a world of increasing digital abundance,
It is not software/IP that is valuable, but the raw hardware components they run on
Are you ready for a world where Nvidia suppliers become more valuable than Nvidia?
No you’re not
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This puts two decades of “the way things have worked” on their head
Figma may trend to zero,
while RAM manufacturers, chip fabs, those traditionally ignored as “commodities” will become exponentially more valuable
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Want to know the Nvidia bear case?
Read, and try
I give it 5-6 months before Nvidia tanks as sales diffuse to other GPU vendors
It’s here.
We just bought some, I think you’ll see double the prices next year before sharply declining
GPUs themselves will commodotize
Point an agent swarm at an AMD GPU with an RL env to verify cuda parity and it’s game over
People are simply brutally unprepared for what’s happening
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It is the beginnings of the end of software
AI is starting to become good enough at reverse engineering and improving almost anything
The latest models were a step-change in capabilities that flew under the radar
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Next gen ai content is getting really really good
instagram.com/arikuschnir?st…
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