"Key Context" Substack covering AI & chips. Reached #1 new bestseller first 24 hrs Subscribe https://xitter.cf/t.co/3N2fHOXQfL Tell the truth. Be accurate. Be right
Joined October 2008
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My Substack's stock ideas performance since inception. Thanks to @marketstackfeed for independent third-party verification
On further thought, if SpaceX can add this much capacity next year that's probably not good news for the AI compute businesses of major hyperscalers like Google, Amazon, and Microsoft.
More competing supply for Anthropic and friends.
The iPhone Duo reviews have been so bad/mixed, Apple might not trade like an inverse ETF today
Iphone Duo is half baked. Read this review before ordering. The initial enthusiasm on the neat opening Duo animation has faded. Hard.
It may all but disappear after the first wave of Apple fan early adopters.
This is a VERY bad iPhone experience. Most people should probably just buy an iPad Mini and hotspot it.
Iphone Duo is half baked. Read this review before ordering. The initial enthusiasm on the neat opening Duo animation has faded. Hard.
It may all but disappear after the first wave of Apple fan early adopters.
This is a VERY bad iPhone experience. Most people should probably just buy an iPad Mini and hotspot it.
It's been a lot of fun trying the Duo out for a week, but it feels like I've gotten to use an extraordinarily polished prototype — not a finished product that I'd want to buy and carry.
daringfireball.net/2026/10/t…
An Interview with OpenAI’s Richard Ho on Why Jalapeño Is a Groundbreaking AI Chip taekim.substack.com/p/an-int…
If there only was a Substack that pursued providing accurate, true, and complete information and insights to investors and readers.
Media KPIs are all about getting attention, and the best way to do that is by leveraging loss aversion to create FUD. Rising stock prices don't fit their KPIs. That's the despicable part about financial media: they charge expensive subscription fees but fail to provide the corresponding service (true, accurate, and complete information), while still treating attention as their primary KPI.
Elice is now up 68% from its IPO day low, but I don't see an article about it on top of the Bloomberg homepage or the Financial Times. Weird.
The media's top of homepage overemphasis of a sub-$1 billion market cap unimportant Korean neocloud that NO ONE HAS EVER HEARD OF to stir up fear and panic for clicks is just another example of media's lack of judgment and context.
Duo! Duet! Too confusing!
Also, posting this right before Meta (Muse) earnings is cold blooded.
What a bummer. Very sad. The studio leaves a great legacy.
EA is "shutting down BioWare"
"The next ‘Mass Effect’ will be canceled as part of the layoffs"
BREAKING: Electronic Arts is cutting 400 jobs and shutting down BioWare, the legendary development studio behind Dragon Age and Mass Effect. bloomberg.com/news/articles/…
This is how conflated, sensationalized headlines spread across the media ecosystem and the internet, creating misleading impressions and disingenuous narratives.
No one who shares these headlines understand that the figure is mainly an unimportant accounting charge, not a reflection of current business momentum.
But legacy media doesn't care. They just love the clicks.
My interest in buying the iPhone Duo dropped to zero after Joanna's review, which pointed out that the back of the phone gets super hot under normal use and that the cameras are crappy (terrible FaceTime quality and no telephoto lens).
What do you guys think?
This is the best review of the iPhone Duo.
Thank goodness for @JoannaStern , who has the guts to tell it like it is unlike the other cream puff reviewers.
I've heard Apple is known to pull access when reviews aren't positive enough.
The hinge is good and the screen is great, but the internal FaceTime camera is "terrible," the lack of a telephoto is a deal breaker for me, and worst of all the back of the Duo gets "surprisingly warm" when taking photos, using FaceTime or running some apps.
I'll wait for Gen 2. Yikes.
This is the best review of the iPhone Duo.
Thank goodness for @JoannaStern , who has the guts to tell it like it is unlike the other cream puff reviewers.
I've heard Apple is known to pull access when reviews aren't positive enough.
The hinge is good and the screen is great, but the internal FaceTime camera is "terrible," the lack of a telephoto is a deal breaker for me, and worst of all the back of the Duo gets "surprisingly warm" when taking photos, using FaceTime or running some apps.
I'll wait for Gen 2. Yikes.
Full video review is now on YouTube! It’s been a while since I went this all-out on a review. Feels good to be back at it. youtube.com/watch?v=bxDTWuL9…
SpaceX - Elon Musk: [compute demand is] ridiculous. I don't think we're going to have a demand issue here. It's not impossible .. that we will have a 6 month payback period for compute next year
Uhhhh... Why will there be financing issues for Coreweave and Nebius if there is a potential to get to a 6 month payback NEXT YEAR?