Wow it’s so easy. Time to short ASML and TSMC.

"For success, like happiness, cannot be pursued; it must ensue, and it only does so as the unintended side-effect of one’s dedication to a cause greater than oneself or as the by-product of one’s surrender to a person other than oneself." (Viktor E. Frankl, Man's Search for Meaning)

"Like the human brain, the market economy is an information processing system." (Dan Davies, Lying for Money)

Better to have more bitcoin in the hands of the people than in the hands of government. View quoted note →

We need a shareholder motion to rename Microsoft to Soft. View quoted note →

Great idea View quoted note →

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You can take the model out of China, but you can take China out of the model.

The good old days 🥲

You will not be able to stay home, brother You will not be able to plug in, turn on and cop out View quoted note →

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Happy Friday

Another implication of the Deepseek results is that inference compute becomes much more important than training compute moving forward. Colocating inference data centres with Bitcoin miners seems like a match made in heaven. Inference compute resources will be used heavily during the working day, less so at night, at which point the miners come online. Anyone thinking about this from an investment standpoint? @Lyn Alden @preston Maybe this all changes when most inference calls are made by AI agents who don’t need to sleep… View quoted note →

“Oh wow, Deepseek figured out a way to run inferences on a cutting edge LLM for way less money than the competitors. Now that we have enough AI, we’ll stop investing in compute.” == “Oh wow, Ford figured out how to make an assembly line for cars. Now that we have enough cars, we’ll stop investing in car parts.” Not investment advice, stay humble and stack sats, etc. But AI is still very much not priced in.

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A perfect day for a backyard fire

It’s great having more artists on nostr! More friends for @🟠 isolabellart #grownostr View quoted note →

GN, especially to Ross