“i wanted this, therefore a market wants this”. we’ll see how it goes, but i doubt this bet will pay off
that's a crazy extrapolation lmao
Western team have independently verified that DeepSeek's performance numbers of 38$ dollar revenue per GPU at DeepSeek's rocket bottom prices is true.
This is a momemnt when you update your priors. At this rate with just 1 GW, you can make a revenue of 150B per year.
Even with lot of slack it would be 100B per year. If you use half the compute to come online by 2027 end, you will have 25GW for inference with potentially 2.5T revenue at DeepSeek rates and 10T at USA lab rates (world GDP is 125 T, 10T is 8% of it)
You answer for your-self are we overbuilding!!!
nothing to miss. the moronic tech guys extrapolate too much, and assume there's future geometric growth. literally that.
i seent @DrunkUncTony and @duladoesit down this jawn in some crazy ways
Hot dog topped with cheese, onions and jalapeños at Fleetwood town (@ftfc)
💷 £6
悪いか?(╹◡╹)
China's 2008 is happening now.
Property investment in China dropped -21% YoY in the first 9 months of 2026, its largest decline for this period of the year on record.
This marks a deterioration from a -20% YoY decline in the first 8 months of 2026.
The latest drop is also significantly worse than the -16% decline recorded during the 2020 pandemic.
Property investment in China has now contracted every month since 2022, its longest declining streak on record.
For perspective, during the 2008 Financial Crisis, this figure never fell below +1% YoY growth.
China's property sector is experiencing a historic downturn.
he plays the #rightway
What makes Luka so difficult to defend? – from Blake in Provo, UT
@JCrossover: We always talk about pace, but the thing that’s special about Luka is that his pace can make you go his pace as a defender. You’re at the mercy of whatever he wants to do. It doesn’t matter if you’re more athletic or you’re stronger. He’s going to put you in such a trick bag that you’re going to be uncomfortable, or you’re gonna say, “Well, that was good defense, but he made a tough shot.” But for him, he’s so at peace with his game that he’s just unbothered.
See more of Jamal Crawford’s answers and thoughts on the early NBA season below ⬇️
millennials will be just as incompetent as those who came before us. we’re just egotistical
From @ezraklein’s convo with @NateSilver538 — millennial Democrats are ascendant.
> why replicate?
have you met an aggrieved man????
Replying to @SeanTrende
Yes, those were all very very bad (though I'd defend Denali since I think that's what Alaskans preferred).
In the Super Woke era, SF was about to rename Dianne Feinstein elementary (not to mention Lincoln and Washington High).
But given how stupid that all is, why replicate?

















