@DeepInversion
 West Coast
Joined July 2023
  • Tweets2K
  • Following253
  • Followers600
229Media
What it’s like trying to rent AI/SI compute
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This is worse than 08 in Vancouver right now!
Mortimer@mortimer_1Oct 17
KABOOM #2 💣💣💣💣💣💣💣 1510 W 33rd Avenue, Vancouver, BC Bought 2016: $5,278,000 Just sold: $3,368,000 $1,910,000 loss + expenses
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Rafa retweeted
Clive
@Clive_99Oct 16
I fucking hate this Friday morning commute
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“Gork, I’m 24 tequila sodas deep. Fly my ass home. Make no mistakes”
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$TSLA stock tomorrow
Sawyer Merritt
@SawyerMerrittOct 15
This is wild
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Hike! 🥾
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Replying to @RealNickMugalli
Micron has been reasonable regarding future memory prices, while others have been extortionate, which is something today’s customers won’t forget … Micron is making is the smart move for long-term customer loyalty.
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Omg! This would be $10million in Vancouver Canada. I’m moving to TX. 🤯
Élie Cantin-Nantel
@elie_mcnOct 12
WOW: Realtor shows off MASSIVE Brand-New 7-bedroom home in Dallas, Texas. Price: $575,000 How much would this cost in Canada? 👇
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Early is the same as wrong.
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Replying to @zephyr_z9
Problem is RAM supply
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One month after launch, we've scaled to 300+ Cybercabs serving Austin – an 8x increase in 30 days
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$SPCX $POWL $SMH - good combo for this chart.
Nathan LeClaire
@dotpemOct 10
I can't emphasize enough how important this @a16z chart seems and how few have internalized it.
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BREAKING 🚨: Housing Market The largest mortgage lender in the United States, United Wholesale Mortgage, just fell to its lowest closing price in history and is on track for its 9th consecutive red month, its longest losing streak in history 📉 👀 😱
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$2.56 billion (up ~250% YoY) 🤯
zerohedge
@zerohedgeOct 10
SpaceX as a neocloud
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LOL!
Rapid Response 47
@RapidResponse47Oct 10
.@SecScottBessent to @SenWarren: “Happy Indigenous Peoples’ Day to you and your family.”
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This is what crowd out looks like.
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Eventually this becomes a problem for the valuations. But not yet!
Social Capital
@socialcapitalOct 7
In the last week of September, DeepSeek models processed more tokens on OpenRouter than OpenAI, Google, Anthropic and xAI models combined.
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Replying to @elonmusk @Polymarket
They would be better off. Alberta and Saskatchewan should separate too.
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- 2022 was a minor bear market - 2020 crash was an unprecedented situation w/ immediate recovery - 2008 was the GFC, not really applicable to today's market - 2000 was so long ago the market structure has materially changed IMO there isn't really even a single datapoint that gives meaningful guidance to what will happen in the next crash. Need to think about it a priori and be creative about what possibilities exist.
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Summer 2025 To my wife - “Honey I think we should sell our NASDAQ & AI, there is going to be a massive duration grab” Fall 2026 To me - “Honey I think you should sleep on the patio” 😔
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