NC

We're worried about overbuild but sending everything down due to... underbuild? (MSFT AMZN capacity delays, INTC supply)

Still havent come up with a satisfying explanation for yesterday's carnage

hyperscaler management teams (or maybe all public company management teams) must think public market investors are the dumbest people on earth

taps sign

GOOG 3.5T ANT 2T - can those two be true at the same time?

if dario has that dog in him (I think he does), the sequence of distillation ARR flush -> Opus 5.5 best model on planet earth -> reaccel -> October ARR disclosure -> Fable 5.5 so good it's scary -> $2T IPO might make for the most epic pre-IPO run of all time

really curious how the clouds will react to earnings. on one hand, everyone should know growth going brrr. on the other hand, the valuations don't suggest so - lowest PEGs these things have ever traded at

I figured out why we need $1T of GPUs next year Will be entirely consumed by models making new, better models, chinese people copying the models, high schoolers using the copied models to hack companies, and companies using the models to defend against the high schoolers

valuable signal here - the arnold bottom-post

have three $2T companies say they will spend ungodly amounts on AI capex through 2030, all within 24 hours now nuke SOXX

there were signs

Ironically Muse's traction has led to negative $META eps revisions (emboldened to lean into capex, equity raise, no associated revenue)

I think the discourse this weekend rationalizing this AI volatility is too sympathetic..markets have just become f'n nuts and irrational in ST, no reason securities should move 20-30% monthly

gonna need a lot of CXMT dram for that

dear pods - you realize the higher gross revenue = still good for the clouds right?

sorry boys

on a long enough timeline (usually weeks, sometimes months, never years), every AI bear case quietly withers away