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Post Ayff581jlVH5DBsKAa by [email protected] |
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More posts by [email protected] |
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Post #AyfWJosULPq4ZtTnbU by [email protected] |
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0 likes, 6 repeats |
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Wait, so AI companies are struggling to raise enough funding to build datacente… |
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Post #AyfXLyo6UxzPuG1T3Q by [email protected] |
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0 likes, 1 repeats |
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@malwaretech It sounds like tax optimization. Investment wise if there is one u… |
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Post #AyfYULlT7vIfNXLTBQ by [email protected] |
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@malwaretech a perfect storm. |
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Post #AyfZrNyBC7zupdq3vs by [email protected] |
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@malwaretech The episode details the episode of 'High Yield' I posted e… |
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Post #AyfZsyl9tbPFDvVYsi by [email protected] |
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@malwaretech |
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Post #AyfZsyrXVsVhXiUepM by [email protected] |
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@slowbiex @malwaretech Thanks, this is what I came here looking for 🛸 |
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Post #Ayfdno4WbXJaRfM6j2 by [email protected] |
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@malwaretech Yeap. We can see one being built right before our eyes. |
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Post #Ayff19Jb2BnU33KbDM by [email protected] |
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@malwaretech Big difference! Before, the underlying assets (homes) actually ret… |
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Post #Ayff19SoTvAaVddxa4 by [email protected] |
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@stilescrisis @malwaretech nearer 2 years for GPUs now. Nvidia marketing tells … |
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Post #Ayff19cjt16r0QHt3I by [email protected] |
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@foobarry For sure... ten years is the upper bound where a GPU is straight-up w… |
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Post #Ayff19rH0yjfjV5Uhs by [email protected] |
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@malwaretech https://infosec.exchange/@c0nsid3rate/115282236053722128 |
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Post #Ayff20V7I5VJ08831s by [email protected] |
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0 likes, 0 repeats |
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@malwaretech Several of the big companies were designing their own chips to run… |
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Post #Ayff3CHWyWbdpQLF7w by [email protected] |
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@stilescrisis @malwaretech hedge is, NVIDIA will be selling GPU to the masses r… |
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Post #Ayff3CR6OwGKJ6ot2u by [email protected] |
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@stilescrisis @malwaretech in short: NVIDIA is subsidizing the „training“ s… |
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Post #Ayff3JJYpNOBdkLSlM by [email protected] |
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@stilescrisis @malwaretech for inference, you can still use age old NVIDIA card… |
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Post #Ayff3LSUr7j2I2Xcy8 by [email protected] |
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@malwaretech This is kinda like a family buying their washing machine on instal… |
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Post #Ayff3iJ3uMqR9RIuxM by [email protected] |
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Exactly. And we know what comes next.@malwaretech |
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Post #Ayff581jlVH5DBsKAa by [email protected] |
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@malwaretech Well, their previous grift, crypto and NFTs, kinda fell through, s… |
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Post #Ayff6j6nNl92VY0GIa by [email protected] |
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0 likes, 0 repeats |
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@malwaretech Why the fuck am I reminded of the joke of the two guys passing eac… |
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Post #Ayff6jFeqoEYx29L72 by [email protected] |
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@Illuminatus That's basically the entire US GPD right now |
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Post #Ayff6jOWJrK5OWIPvU by [email protected] |
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@malwaretech :thisisfine: :thisisfine: :thisisfine: |
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Post #Ayff7gOuw1hIOpw4Ei by [email protected] |
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@malwaretech ed zitron also believes that they’re proposing to “loan” GPU… |
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Post #Ayff968IkWh6Umq2YS by [email protected] |
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See the recent blog post from @pluralistic on this: https://pluralistic.net/202… |
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Post #AyffAmEFitFXLMQGGm by [email protected] |
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@malwaretech tldr: "AI companies ... like someone combined the Subprime Mo… |
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Post #AyffB1XEoaLgoaQ8Rc by [email protected] |
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@malwaretech100% a Ponzi.But not necessarily one that ends in any kind of disas… |
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Post #AyffB1fOKGs3DsEe9Y by [email protected] |
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@Noisecolor @malwaretech It could just become idle if the bubble bursts and/or … |
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Post #AyffB4fr901cYBTYnI by [email protected] |
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@malwaretech Subprime Mortgage Gambit + Ponzi Scheme + hints of an abstracted m… |
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Post #AyffC5XBQpWNVWu1WS by [email protected] |
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@malwaretech It’s somehow a correct assessment of the situation. Even bankers… |
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Post #Ayfg0xnXxCf6Hcocue by [email protected] |
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0 likes, 1 repeats |
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@malwaretech you’re only a criminal if you can’t scale it enough |
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Post #AyfldYy8hYCYLEzlYm by [email protected] |
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0 likes, 1 repeats |
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@malwaretech This also sounds like Lucent Technologies when they lent money to … |
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Post #Ayfm9m1Ni0NS5as3Mm by [email protected] |
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@malwaretech Sounds like the O.P.M. Leasing Services playbook; except that one … |
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Post #AyfmAlqtp4pdr2RYdU by [email protected] |
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@RolandRides @stilescrisis @malwaretech that's not what "hedge" m… |
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Post #AyfmAlyLNOmqE7vVEu by [email protected] |
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@glyph @stilescrisis @malwaretech NVIDIA loses money with the high end datacent… |
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Post #AyfmAm6qrlameVuIV6 by [email protected] |
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@RolandRides @stilescrisis @malwaretech 1. there is ~0 demand for local inferen… |
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Post #AyfmER86oITek9F0TY by [email protected] |
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@slowbiex GDP: +$300 billion (derogatory)@malwaretech |
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Post #AyfmFUTzpTbhQqyu7E by [email protected] |
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@aud @stilescrisis @RolandRides I think this might not be *completely* true; a … |
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Post #AyfmJHmuyDNLDadpjc by [email protected] |
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@malwaretech it's infuriating and upsetting. like more overtly scammy than … |
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Post #AyfmL6PQFQiwVRWAIi by [email protected] |
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@glyph @stilescrisis @malwaretech 0 demand? citation please.2. well, companies/… |
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Post #AyfmRl7HoMc8UnD0s4 by [email protected] |
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@Noisecolor @malwaretech we're not orks. A bunch of people being deluded in… |
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Post #AyfmRlEjMgZKrsgxTU by [email protected] |
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0 likes, 0 repeats |
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@smnIs not about what works, it's about what could work in the future. It&#… |
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Post #AyfmSgZGD1rKg3jet6 by [email protected] |
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@malwaretech |
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Post #AyfmUOIF7lEKZyaZ4y by [email protected] |
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@malwaretech Any chance you can find an article I don't need a seperate app… |
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Post #AyfmVA1vdihWdHKDJY by [email protected] |
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@RolandRides That doesn't work as a hedge because selling $300 GPUs to indi… |
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Post #AyfmVg9UD9lCFz6hXM by [email protected] |
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@malwaretech Gamers built that empire and gamers have the power to destroy it. |
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Post #AyfmXypDkvWAkXj2Iq by [email protected] |
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@stilescrisis @RolandRides you're correct here but even presuming the wild … |
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Post #AyfmYAl3OFJZl5rsTQ by [email protected] |
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@glyph @aud @stilescrisis are you familiar with the power consumption and infer… |
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Post #AyfmZ47HZIm9RxguG0 by [email protected] |
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@malwaretech Abuse of a monopoly is what I would say. |
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Post #AyfoeLaUErVczXzu2S by [email protected] |
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@glyph @aud @stilescrisis @RolandRides I feel like if there's any market fo… |
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Post #AyfoeLjLhub9R28yqu by [email protected] |
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@cthos @glyph @aud @stilescrisis In Germany and Europe, you can't use hoste… |
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Post #AyfoeUdeaSOF3yY3iy by [email protected] |
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@RolandRides @stilescrisis @malwaretech I would say that the burden of proof is… |
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Post #AyfoeUlS7Sd1SACHse by [email protected] |
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@glyph @stilescrisis @malwaretech You have such a strong opinion. Do you know h… |
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Post #AyfogwzCA9w9YnnPP6 by [email protected] |
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@RolandRides @glyph @aud @stilescrisis But that's like a company running a … |
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Post #Ayfogx5vl7KBtgwmu0 by [email protected] |
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@cthos @glyph @aud @stilescrisis individuals are mostly irrelevant. Like Framew… |
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Post #AyfoiFBhyTTsImGX0y by [email protected] |
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@aud @glyph @cthos @stilescrisis Because AI will win. I'm old enough to see… |
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Post #AyfoiFInY79UelaC48 by [email protected] |
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@RolandRides @aud @glyph @stilescrisis Oh, lol. Okay, yeah we're never goin… |
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Post #AyfoijjmOMYn38RAHo by [email protected] |
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@RolandRides @stilescrisis @malwaretech I follow an important rule in my invest… |
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Post #AyfoijrDwgVzQDv6tE by [email protected] |
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@RolandRides @stilescrisis @malwaretech value investing is cooked until regulat… |
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Post #AyfoijxbYxcRk0uCps by [email protected] |
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@glyph @stilescrisis @malwaretech it's not about if the market is rigged or… |
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Post #AyfonJ0ZCL8rb9T4F6 by [email protected] |
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@RolandRides @aud @stilescrisis no? why would I believe this? nothing about the… |
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Post #Ayfovrh67W4zUXRW7M by [email protected] |
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@RolandRides @glyph @stilescrisis "the market can remain irrational longer… |
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Post #AyfqxIu6dkRU4yLDc0 by [email protected] |
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@malwaretech @glyph @stilescrisis Example |
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Post #Ayg57fZAdTHScSNyHg by [email protected] |
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@slowbiex @malwaretech Microsoft "invests" in Openai by giving the co… |
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Post #Ayg5De497vuDhfivw0 by [email protected] |
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@glyph @aud @stilescrisis @RolandRides Jesus fuck, that's insane! you'd… |
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Post #Ayg5WYC9BAggzsTs7U by [email protected] |
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@sntx @malwaretech Can't wait for the Trump fascists to call Deutsche Bank … |
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Post #AygGT8ad1MiUD9VUKu by [email protected] |
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0 likes, 1 repeats |
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@malwaretech Looks like the bubble may soon burst. |
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Post #AygOetpKXAw5X7VFPU by [email protected] |
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@malwaretech @briankrebs this sounds exactly like what internet infrastructure … |
