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Vegas64

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Everything posted by Vegas64

  1. Where on the doll did the fraternity touch you?
  2. Bud LIght HEAAA!
  3. Same with Tim Cook and Sam Altman, the gays who support evil AI Trump supporting opportunistic Mt. Rushmore?
  4. Switching gears here, have you guys heard of Truth Terminal? For those who have, educate us, but from what I can gather for those who don't know: Truth Terminal is AI both created by a performance artist and AI humanitarian (he wants government to give AI legal rights). Truth Terminal was able to make a ton of money last year with it's AI generated trades and bets https://www.bbc.com/future/article/20251008-truth-terminal-the-ai-bot-that-became-a-real-life-millionaire
  5. To be clear I agree with you about the chips as part of the AI bubble. Chips that have to be replaced every 4 or 5 years and have little reuse or value in other use cases, that's not a winner for those who will come next in the AI era. I am talking about the Power Generation & Data Center build outs. The nuclear, the renewables, the utilities build out-- that will last like the fiber of the dotcom bust. The data center build out will also be super valuable. Assuming we can get regulators to do anyting but overregulate us to being uncompetitive (read: China and rare earth mining and refining from last week)when it comes to nuclear.
  6. Long term, incredibly capital extensive deals -- the consensus is that "yes, of course this will be funded. We see how the AI future is going to go and we want to get our money in it now". The contrarian view is, this is a Bubble and the risk is we are overbuilding (e.g. do we need this many gigawatts? do we need this many chips? etc." But I think most people agree AI will be transformative in the same way that PC's and Mobile phones were. Interestingly I was listening to a podcast breaking down the AMD + OpenAI announcement last week and let me try to put in bullet points the key takwaway: When OpenAI says anything about anyone, their stock goes up When OpenAI announces a deal that we are going to do a $100bn deal with AMD chips, AMD stock very predictably goes up They all know this when they strike a deal and agree, we should take this very predictable stock price increase and use that to pay for the chips Further: AMD shareholders are paying for the chips, in the sense that; AMD stock is up roughtly $100bn from before they announced the deal OpenAI is getting warrants for roughly 10% of AMD (penny warrants), so like worth $37bn value transfer to OpenAI That $37bn will help pay for that contract (and it's only fair as OpenAI created all that extra value anyways by partnering with AMD they made AMD more valuable) OpenAI has the old Elon Musk market moving touch, if you remember those days.
  7. Read in BBC Trump was met with a long standing ovation in Israel: President Trump has touched down in Israel, where he’s received a standing ovation in the country’s Knesset before he heads to join ~20 other world leaders in Egypt for an international summit on Gaza. There are also breaking reports that the president of Indonesia (which doesn’t recognise Israel) will visit Israel tomorrow, presumably around the same Egypt summit. (BBC) https://www.bbc.com/news/articles/cn409y125v3o
  8. I agree with you that the military and pro-MAGA types in the government feeling pain is going to move some needles in Washington, at some point if not immediately. That's the way to end this thing, push on the pain where it actually is. Trying to bring attention to decry "CDC and medical research defunded!" and "IRS had to furlough 50% of agents!" is a nothing burger. If you think the right cares about that you haven't been paying attention. Those are intended benefits of the shutdown for them if nothing else.
  9. About 2021/2022 timeframe political sociologists found we were back in the "Might is Right" mode of politics. Politics is like fashion, I guess, in that what's old is new again and trends cycle back around every few decades.
  10. Serious question: If things truly are different and progress happens here, how much (if any at all) begrudging credit would you give to DOTARD? I ask also because, as I've shared in the past, my neighbor is a very wealthy older Palestinian man. And he while he doesn't loves Trump, he hated Biden. Seems a strange mix, but he's been in America for 30 years now and has houses in Portugal and Bangladesh and a couple here in the States so maybe he's one of those out of touch Palestinians, but talked to him this weekend and he was pretty complimentary towards Trump's role here and said that's exactly what the region needed, an aggressive force to come in and mix things up and force them to work it out.
  11. All that said, this is an interesting graphic. Hard to guess if Nvidia will be the long term beneficiary of the AI Rush, but there should be zero question about the generational wealth they've created for a lot of their shareholders and stakeholders selling picks and shovels the last 5 years. Good for them, I say:
  12. From what I can tell: everyone agrees we are in an AI bubble. The differences seem to be some see it as a productive bubble and others as an unproductive speculative bubble. The skeptics: GPUs depreciate quickly, there are no use cases, the business case sucks, we won't build the power The productive bubblers: Booms create infrastructure for the next era, Big Tech earnings are actually growing at a strong pace, AI players are largely using their own huge stockpiles of cash to invest in AI / Infrastructure / CapEx versus financing with debt (which is a big distinction in bubbles). To quote:
  13. This. But lessons learned by the powers that be that the poor and innocent had suffer (time immemorial). I think the lessons are a) FAFO, you saw what happens when you 10/7-- you will get blasted into sand and your terrorist benefactors will catch these hands too b) Israel flying too close to the sun almost scorched themselves up, better be more buttoned up on the genocidal terror next time or else your whole regime is going to crash down and it's over for y'all. But otherwise, I think the best we can hope for at this juncture is we are now back in a pre-10/7 state of cold war / hostilities.
  14. You guys are cracking me up today. Hook em horns, OU sucks!
  15. Longhorns will win today.
  16. I think I'm dumping my SEA prediction shares now and taking my profit, no way they beat the Blue Jays right?
  17. :checks clock in CST: fify
  18. good for the home team fans. valient effort detroit. baseball is the sport of kings.
  19. polanco 0 for 5 with a couple near misses that would have had this game over. it's his time.
  20. sac fly tho
  21. It's been a trend the last two years at least. I go to NYC 1 week every month. You can't get a big brand (Bonvoy, IHG, etc.) anywhere in the city (FiDi to as north as Hell's Kitchen) for less than $700/night. That's like lower end too (e.g. Courtyard, Holiday Inn) and up to $1400-1500 night for better properties. SF is the same.
  22. Agreed. It just feels inevitable.
  23. Tigers are gassed. This is the end.
  24. These pitches and cuts feel like two heavyweights in the 12th just not even trying to finese and throwing haymakers in exhaustion.
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