Jimmy Citrini? the resident ai bear at semianalysis?

idk I'd just dump my dram

The criticism of the Altman ram comment is so weird to me. He’s objectively right. It’s more efficient to have it be used 100% of the time in a data center vs local inference. Whether you agree with that approach from a centralization pov is a completely separate issue

seems reasonable

market very clearly uneasy with uncertainty caused by ai - as can be seen by volatility in individual names and qqq - and rewarding safety and recurring revenue. eg will companies be able to generate rev to justify capex? will industries be destroyed by ai? etc

Ok done quoting. But very clear market is underpricing demand still Cozy in mybags

it's been 5 months of the market terrified about any/all outcomes and it's also why apple has done so well bc it's a capex-light recurring rev play. very short-sighted imo

-22% in 34 days on the back of 6% dilution is amazing BUT MARKETS ARE FORWARD-LOOKING yes, but have you considered looking forward to capex being increasingly funded by cash flows based on the gm that ant put up in their s-1?

meta? the constantly diluted wanna-be frontier lab with no real network effects and a losing vr business?

The elite don’t want you to know that BTC cannot go up if ai stocks go up Fundamentally opposed technologies