tech & stocks • building https://t.co/TeQdfI3vmJ • ex-payments @USAA • financial independence is true freedomstockbytes.io/edge San Antonio, TXJoined June 2012
Everyone likes talking about $GOOGL and how the Chrome decision was bullish, and their latest model benchmarks are bullish, etc.
Honestly the most bullish thing I've experienced is all those Gemini API 503 errors. Those weren't happening (to me at least) a month ago
IYKYK
I was thinking similar thoughts as I scrolled this morning. Too much negativity and cynicism about everything.
Go build something you love. Go start a family. Go make the life you want to see happen.
Can’t spend your only life complaining every day.
I was thinking similar thoughts as I scrolled this morning. Too much negativity and cynicism about everything.
Go build something you love. Go start a family. Go make the life you want to see happen.
Can’t spend your only life complaining every day.
JPM: "Demand continues to outweigh supply, keeping lead times stretched but stable; Rubin on track for C2H26 ramp. Even with Blackwell Ultra (BWU) ramping sharply in FQ2 (~50% of Blackwell mix), management noted that lead times have remained fairly consistent (measuring “in…
The reaction to $NVDA earnings isn't surprising, but they had a great quarter. They beat the expectations they gave you last quarter. Guide for next quarter is great and conservative with no China sales included
Just because they barely missed analyst estimates for data center…
AI is unlike any technology we’ve ever seen.
I’m expecting the stock market to sustain moves and multiples unlike anything anyone has seen.
The dot com run was five years long, we’re not even three years into the AI fueled bull market. Pullbacks along the way, yes. I also think…
I’m about to start a group of 3 audiobooks talking about a historical period from 3 perspectives and I just realized the first one is 57 hours long and now I’m scared 😳
Here is how we are prioritizing compute over the next couple of months in light of the increased demand from GPT-5:
1. We will first make sure that current paying ChatGPT users get more total usage than they did before GPT-5.
2. We will then prioritize API demand up to the…
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