Ben

Wow it’s so easy. Time to short ASML and TSMC. https://youtu.be/vuvckBQ1bME

"For success, like happiness, cannot be pursued; it must ensue, and it only does so as the unintended side-effect of one’s dedication to a cause greater than oneself or as the by-product of one’s surrender to a person other than oneself." (Viktor E. Frankl, Man's Search for Meaning)

"Like the human brain, the market economy is an information processing system." (Dan Davies, Lying for Money)

Better to have more bitcoin in the hands of the people than in the hands of government. nostr:note12mkhfqchj8pwvc7nzs2evnwvhekzg6rz4l6fuz8r4guy3jh6mm2sw5anq8

We need a shareholder motion to rename Microsoft to Soft. nostr:note1u4vhwezchfu4820cswu26jydr7sh0kt4val5kf9ttqr28k0qc2ds82dcju

Great idea nostr:note1mrvl7fkxytnmt0j5fsafg37waxwqdy3vpkdkdas2xkdrgjz575ps7ttxdp

nostr:note1wwm63py4l6dfv9j2ck8d805pnr33xxr7tfcprr98c43a6rvx3qtskd7jgn

You can take the model out of China, but you can take China out of the model.

The good old days 🥲

You will not be able to stay home, brother You will not be able to plug in, turn on and cop out nostr:note18qdpfgh9akynl6xq0mmlvasu06mxrqwyxp6q24skrvc7229dj7hsxastpy

nostr:note1r44yhhxggxefghre4rl7pjkydrxfcxdhwxhwu7kky2hs2s5y2ywqyfqxfv

Happy Friday

Another implication of the Deepseek results is that inference compute becomes much more important than training compute moving forward. Colocating inference data centres with Bitcoin miners seems like a match made in heaven. Inference compute resources will be used heavily during the working day, less so at night, at which point the miners come online. Anyone thinking about this from an investment standpoint? nostr:npub1a2cww4kn9wqte4ry70vyfwqyqvpswksna27rtxd8vty6c74era8sdcw83a nostr:npub1s5yq6wadwrxde4lhfs56gn64hwzuhnfa6r9mj476r5s4hkunzgzqrs6q7z Maybe this all changes when most inference calls are made by AI agents who don’t need to sleep… nostr:note18e8q3rhku7s5lkjf3u8dxrja94a32v2syygq3l8m5d6zq59ymgwqth4rlf

“Oh wow, Deepseek figured out a way to run inferences on a cutting edge LLM for way less money than the competitors. Now that we have enough AI, we’ll stop investing in compute.” == “Oh wow, Ford figured out how to make an assembly line for cars. Now that we have enough cars, we’ll stop investing in car parts.” Not investment advice, stay humble and stack sats, etc. But AI is still very much not priced in.

nostr:note1lqp3pej4qgmklx0g0t9gwcaa3ph6usrz4yjp2v433mwhpfkf68xs8kyxhx

A perfect day for a backyard fire

It’s great having more artists on nostr! More friends for nostr:npub17nd4yu9anyd3004pumgrtazaacujjxwzj36thtqsxskjy0r5urgqf6950x #grownostr nostr:note1tty46kcuyag7mzuhkxxe6zy0v6959mzn0sn0vh3ww8ga39zxd2vq6yfp4x

GN, especially to Ross