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United States of Love
Joined June 2017
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Generalist Lab retweeted
Reminder, this all started with Jared Kushner "finding" an island.
BladeoftheSun@BladeoftheSOct 18
The Supreme Court burns to the ground in Albania, Parliament and the Department of Education has been stormed, the Prime Minister is in hiding and the country is effectively in the hands of the rebels. Albania rejects blatant corruption and their country being sold.
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Great conversion between Norwegian sovereign fund CEO Nikolai and his mentor - John Armitage a humble, knowledgeable guy. Interesting discussion around portfolio management, risk, diversification, times we are in. youtu.be/6431POnuLKw
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Generalist Lab retweeted
Canada announces: Telesat, homegrown satellites, will be expanded and Starlink usage will soon be removed. This is what every country on earth should do asap.
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Know your trash. $META
Meta has suddenly suspended the No Kings Instagram account in the middle of the No Kings' national day of action. This shocking censorship comes just weeks before the midterm election.
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Generalist Lab retweeted
Oh boy, many such cases across every dev team.
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Replying to @AISafetyMemes
If its superintellingence, why IPO? Point it to markets, print money trading.
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Generalist Lab retweeted
Listening to VCs talk about bond markets is like listening to Joe Rogan talk about vaccine science.
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China ban on models beyond some capabilities open sourcing/exports is great news for ai labs.
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Solaria and Uruguay Sign a Strategic Agreement to Develop a Data Center Technology Campus of Up to 500 MW From announcement: "creating new opportunities for **recurring** revenue from land, infrastructure and services, alongside renewable energy generation" $SLR
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Replying to @ethmos_ai
Can you at least prompt claude to use anything but that boilerplate UI design?
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Generalist Lab retweeted
China is a massive country. China can lose a million men, and they have lots of other millions of men. The United States doesn't have that kind of manpower, so the USA should surrender to China.
MAKS 26 🇺🇦👀
@Maks_NAFO_FELLAOct 16
🇺🇸‼️ Trump: Russia is a massive country. Russia can lose a million men, and they have lots of other millions of men. 🇺🇦Ukraine doesn't have that kind of manpower.
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One of the crazy quotes from an expert call I read was from a GPU Cluster Architect at Nebius and he was asked how they model compute demand and the response was: "Demand is essentially modeled as infinite right now. Generally, for every contract that's about to expire, there's about 15-20 other customers waiting to bid for that." Yes, this is basically the industry right now. Everyone is modeling compute demand as infinite, along with the spend. $NBIS
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Replying to @jukan05
Relax, give couple of quarters for buybacks to kick in.
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Memory SCA's to 2035.. that's a first.
JUST IN: Google is talking to memory suppliers to extend SCA’s another 5 years to 2035! $GOOG $MU $SKHY
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Important.
*Walter Bloomberg
@DeItaoneOct 15
EU READY TO FAST-TRACK SATELLITE RIVAL TO SPACEX
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FT with a number on it. 5-7% of Anthropoc Q3 revenue was China's AI labs distilation.
Part of "insatiable demand for compute" is China stealing IP.
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Generalist Lab retweeted
*Walter Bloomberg
@DeItaoneOct 15
*US SEPT. PRODUCER PRICES RISE 6.3% Y/Y; EST. +5.4% *US SEPT. PRODUCER PRICES RISE 1.3% M/M; EST. +0.6% *US SEPT. RETAIL SALES RISE 0.8% M/M; EST. +0.3%
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CITADEL: “.. $MU and $NVDA alone account for 36% of expected S&P 500 earnings growth ..”
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Generalist Lab retweeted
Heineken reportedly paid $45 million for product placement in SKYFALL (2012), and the deal sparked controversy when James Bond traded his signature martini for a beer. But the real story goes beyond those seconds on screen. Heineken had been associated with the Bond franchise since TOMORROW NEVER DIES (1997), making SKYFALL the culmination of a 15-year partnership. It also marked the first time Daniel Craig appeared as Bond in a Heineken commercial, with the global campaign running across more than 170 countries. Daniel Craig defended the deal, explaining that expensive Bond films needed commercial partners to help fund production and promotion. Whether the placement was worth the reported price tag is another question, but it shows just how valuable 007 had become as a global advertising platform.
Let’s never forget that Heineken paid $45 million for 20 seconds of James Bond drinking its beer in Skyfall.
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My weighted probabilities: 1. 15% (ai labs, NVDA) 2. 40% 3. 45% That's why my semi exposure is <20% and I don't dig any stocks doing financial engineering: $NVDA $CRWV $NBIS all hyperscalers.
Feels like "fly [AI trade] can be killed with a newspaper". Extreme sensitivity. If semicaps are talking of 29-30' orders, its either: 1. CEOs willingly or not - bullshitting everybody 2. Orders will eventually be pulled regardless of LTA's en masse 3. Trully multiyear buildout
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