The Tom Ford crocodile jacket Jensen wore at CES didn't deter me from buying more Nvidia today. Why would anyone be selling here? Did we watch the same keynote? Because some bogus job numbers?
Also bought some Hyatt.
$NVDA $H
anubisSonOfRa
npub1rl59...4wn4
Be water
Bloomberg - Microsoft to Spend $80 Billion on AI Data Centers This Year
Staggering amount no doubt.
"Much of the spending on data centers goes toward high-powered chips from companies including Nvidia Corp. and infrastructure providers such as Dell Technologies Inc."
$MSFT $NVDA $TSM $ASML.AS
Source (Paywall)
Source (Paywall)
Bloomberg.com
Microsoft to Spend $80 Billion on AI Data Centers This Year
Microsoft Corp. plans to spend $80 billion this fiscal year building out data centers, underscoring the intense capital requirements of artificial ...
Michael Lewis - Going Infinite
Just finished reading this book and it's a good one!
Lewis is the author of Liar's Poker, Moneyball, Flash Boys, The Big Short to name a few. Prior to reading this one I've only read Flash Boys and seen the film adaptations of Moneyball and The Big Short. I recommend them all.
Going Infinite describes the story of Sam Bankman-Fried, his collaborators, trading firm Alameda Research and crypto exchange FTX. It begins with Bankman-Fried's time at MIT and continues right up to the trial.
It's an interesting book due to...
- It's well researched as Lewis spent over a year with Bankman-Fried
- Has a bunch of interesting characters who share a strong belief in an ideology
- The above mentioned characters in places and situations they weren't ready for
- Bitcoin & crypto
- Crime
- Love
The book almost gives the impression things just ended up as they did with no bad intent from Bankman-Fried and colleagues. I guess it's a bit hard to tell what the initial intentions were and how much Lewis knew, but I've a hard time believing this was all some misunderstanding or accident. Even Bankman-Fried himself didn't manage to change my mind with those interviews he participated in after the fall of FTX. Some were painful to watch.
I think Bankman-Fried and colleagues knew what they were doing and they didn't really care if it was illegal or morally wrong. The ends justified the means especially since they, according to themselves, were in the business of saving lives.
It's good to have a critical eye when reading Going Infinite as numerous aggravating factors aren't mentioned, nonetheless it's well written, quite funny sometimes and gives some sort of insight into a world most of us aren't a part of.
Lewis is the author of Liar's Poker, Moneyball, Flash Boys, The Big Short to name a few. Prior to reading this one I've only read Flash Boys and seen the film adaptations of Moneyball and The Big Short. I recommend them all.
Going Infinite describes the story of Sam Bankman-Fried, his collaborators, trading firm Alameda Research and crypto exchange FTX. It begins with Bankman-Fried's time at MIT and continues right up to the trial.
It's an interesting book due to...
- It's well researched as Lewis spent over a year with Bankman-Fried
- Has a bunch of interesting characters who share a strong belief in an ideology
- The above mentioned characters in places and situations they weren't ready for
- Bitcoin & crypto
- Crime
- Love
The book almost gives the impression things just ended up as they did with no bad intent from Bankman-Fried and colleagues. I guess it's a bit hard to tell what the initial intentions were and how much Lewis knew, but I've a hard time believing this was all some misunderstanding or accident. Even Bankman-Fried himself didn't manage to change my mind with those interviews he participated in after the fall of FTX. Some were painful to watch.
I think Bankman-Fried and colleagues knew what they were doing and they didn't really care if it was illegal or morally wrong. The ends justified the means especially since they, according to themselves, were in the business of saving lives.
It's good to have a critical eye when reading Going Infinite as numerous aggravating factors aren't mentioned, nonetheless it's well written, quite funny sometimes and gives some sort of insight into a world most of us aren't a part of.
Sometimes taking a break from here is the right thing to do. A month now and then is good.
Four Tet - Awakenings ADE '24
A monumental set by the great man at Gashouder! Unfortunately I wasn't there, but it sounds and looks like it was amazing. A recommended listen.
Much love to Awakenings for putting it online! ❤️
The Brutalist Speaker - Transparent Sound
This might be the most beautiful speaker I've ever seen.
12 kg / 26,5lbs
€3800 / $4000
Bitcoin, The Red Wave, and The Crypto Renaissance - Michael Saylor Speaks at Cantor Fitzgerald
Great new presentation by Saylor!
Different asset classes vs inflation, capital preservation, volatility, NAV premium of MicroStrategy, #bitcoin as strategic reserve and more.
If you've watched some of his presentations before most things are familiar, a couple are new.
#bitcoin $88 k!
I need someone to make some sense of this price action. Who's buying it all?
Mission: Impossible – The Final Reckoning (Teaser Trailer)
Tom is on another level!
#bitcoin
TSMC so good the US orders them to stop shipping certain advanced chips to China.
$TSM
Source
https://www.reuters.com/technology/us-ordered-tsmc-halt-shipments-china-chips-used-ai-applications-source-says-2024-11-10/
Source
https://www.reuters.com/technology/us-ordered-tsmc-halt-shipments-china-chips-used-ai-applications-source-says-2024-11-10/
Daily readiness: 100!
Even my Fitbit knows what's up this morning. I haven't been anywhere close to this before. Must be a sign! 😂
Gordon Gekko: Mixed emotions, buddy. Like Larry Wildman going off a cliff in my new Maserati.
The number of reachable #Bitcoin nodes have been stuck around 18500 - 19500 for ages. More should run one.
I know this isn't a perfect way of estimating the actual number but still.
No Priors Ep. 89 | With Jensen
Topics: Moore's Law, performance, data centers, xAI's supercluster, scaling, the impact AI will have on different fields, what tools Jensen himself uses and more.
A good watch!
$NVDA
Miami Vice: Defining a Decade
Watched it today. Great documentary!
It explores the phenomenon Miami Vice. The media landscape at the time, other contemporary TV series, how it came to be, the writing, the music, the fashion, the cars, the boats, the camera shots, the guest stars, the cocaine, the city of Miami, the TV series that followed and much more.
At 2 hours 27 minutes things aren't rushed even though the topics are many. I learned lots of things and loved every minute of it!
It also reminded me I need to visit Miami at least once in my life.
It's a crime more people haven't watched it!
On YouTube. God bless Indigo Gaming! 🙌
Watched it today. Great documentary!
It explores the phenomenon Miami Vice. The media landscape at the time, other contemporary TV series, how it came to be, the writing, the music, the fashion, the cars, the boats, the camera shots, the guest stars, the cocaine, the city of Miami, the TV series that followed and much more.
At 2 hours 27 minutes things aren't rushed even though the topics are many. I learned lots of things and loved every minute of it!
It also reminded me I need to visit Miami at least once in my life.
It's a crime more people haven't watched it!
On YouTube. God bless Indigo Gaming! 🙌
Hyatt down like the sunset on Ibiza after their Q3 '24 earnings.
Not sure what that's all about. Will try to read the earnings call this weekend. Not worried though. #bitcoin thought me about volatility.
$H
$MSTR down after hours. Not worried! 
