Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
Joined August 2015
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Jerry Capital retweeted
Are you using $NFLX less?
If yes, is it because of the price, lack of content or short form video taking share?
"Vitec also completed two acquisitions after quarter-end and said the flow of acquisition opportunities had "increased noticeably."
cc: $CSU
Boomer PMs long $NVDA for AI getting paid when AI trade goes sideways
Jerry Capital retweeted
I’ve said this before and I will say it again.
A token is analogous to a semiconductor transistor. Cost per a transistor (token) has been in free fall for decades yet revenue for the semiconductor industry has outgrown GDP relentlessly. People just consume proportionately more compute as it becomes cheaper. AI economics are no different. Token costs fall and token usage goes up by >1x. $ANT $SMH
Revenue per GPU can increase as token prices decline if per GPU token throughput increases enough.
So both Anthropic revenue *and* margins can go up as token prices go down *if* GPU prices go up less than the product of (token price decline * per GPU throughput increase).
But I have super enjoyed all the commentary to the contrary!
A satellite 220 miles overhead suffers approximately 48,000 times the signal-power disadvantage of a terrestrial tower one mile awa
scuttleblurb.substack.com/p/…
Jerry Capital retweeted
Had Home Alone (1990) on tonight
They get 10 pizzas delivered for $122.50
I can get 10 pizzas 🍕 delivered from Domino's today, 36yrs later, for almost the same price, £93.40 ($124.60)
What inflation?
Jerry Capital retweeted
I wonder if the the buyback tax as a revenue source is running a little dry nowadays?
