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as ai improves, the thin layers - apps, software, etc. - get commoditized. value moves up the stack.
and at the very top of the stack is energy.
bitcoin is energy transport: mine where power is cheap, turn electricity into btc, move value globally.
buy bitcoin.
Crypto Yak retweeted
Extremely bullish on neoclouds. If there's pushback on data centers in some districts that will artificially suppress supply of the exact product that we sell: compute. The demand for compute will continue to grow exponentially. There's never been a better time to be a cloud.
Crypto Yak retweeted
funny how the # of customers hitting us up for neocloud capacity (even at large volume) is at an all-time high while neocloud stocks are at rock bottom
wild divergence between fin bros and tech bros
one side is pretty wrong. time will tell which :)
Crypto Yak retweeted
교황 성하께서 인텔리전스(지능)는 메모리(기억)에서 나오는 것이라고 선언하셨습니다.
Intelligence must draw on memory. The mind must not simply compile data — as an algorithm now does more quickly than we can — but recall lived experiences, which contain depths of meaning that only the human soul can recognize, and connect more deeply with the goodness of these experiences. Everything that is good begins “with the Spirit” and thus possesses a breath, a dynamism and a sense of communion that, once experienced, are engraved upon the heart. vatican.va/content/leo-xiv/e…
Readers added context they thought people might want to know
The video is an animation by artist R.J. (@RJ16848519) from his Screen Time series, shared here without credit.
x.com/rektober/statu…
x.com/connoissurreal…
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almost 3x in half a year
i’ll take it
$PURR
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Crypto Yak retweeted
One of my strongest convictions is that the world is a giant machine constructed to humiliate you for not taking action. 3 quick examples:
- You're thinking of starting a business
The most stupid, 80 IQ, visionless, incompetent people are currently running businesses making millions of dollars. This applies to every domain of business. As you get more business experience, you see it more and more and more. Reality specifically installed these people to make it clear you have zero excuses
- You start running or lifting
Start running and you'll encounter much older, much fatter individuals passing you at great speed. Start lifting and you'll encounter absolute genetic disasters lifting twice what you can and looking infinitely better. Reality specifically installed these people to point out that you can go infinitely further if you put in even a fraction of the effort they did
- You want a girlfriend but are insecure
You walk the street and look closely at couples. The ugliest, balding, short, high-pitched voice, poor and otherwise "low status" infidels are walking around with girls who are in love with them. Reality specifically installed these people to point out that your fears and inaction has no logical basis in reality
---
This same thing applies everywhere, in all of life
Look carefully anywhere and you will see the same thing
Reality has been constructed carefully by a benevolent trickster God specifically to humiliate you for not taking action
The worst sin of all is inaction and lack of courage
Out of love, he finds every possible way to point out that even a tiny quantity of action can outperform almost everything. And makes that clear by showing that the most incompetent and ugly freaks succeed far beyond you when they keep taking basic steps forward
So you have no excuse at all
Crypto Yak retweeted
Every new AI data center creates more demand for AI, not less. That's what people referring to past booms keep getting wrong about this one.
Better AI needs more computing power to run. Cheaper AI gets used more, not less. And every step change in capability creates use cases that didn't exist a year ago.
Demand grows at the speed of software, but supply cannot. Supply grows at the speed of the real world: power connections, transmission lines, concrete, steel, and the thousands of people it takes to build.
In past booms, technology helped supply catch up. This time, technology is on the other side of the equation. It's fueling exponential demand, and the real world can't build fast enough to keep up.
Crypto Yak retweeted
South Korea has an adult population (aged 15–64) of 35.7 million people.
1 in 30 (3.4%) adults got margin called.
Here is some information on the gamblers in Korea:
"Korea Financial Supervisory Service: As of July 13, the cumulative total of over 1.2 million leveraged retail accounts across the Korean market triggered margin calls, with approximately 320,000–360,000 accounts fully forcibly liquidated by brokers (principal wiped out, some with partial negative balances owed to brokers)"
Lol...
i don’t think people realize how early we still are in the ai cycle even though the major companies are now becoming public.
the models are getting way better but still have gaps. most of the products are still primitive in so many ways. the interfaces are mostly bad. the workflows are barely rebuilt. the hardware layer has barely started. robotics is just the at the very precipice. consumer behavior has not even begun to rewire yet.
there is a long long way to go. what a crazy time to be alive.
lmfao
We are short $SIVE.
A retail-driven pump built on speculative hyperscaler links, a fabricated bottleneck narrative, and a rumored volume ramp-up has driven a 1,800%+ rally in $SIVE.ST.
Insiders sold ~29M shares into it. Here's what they're not telling you.👇 Full report: ningiresearch.com
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