LLMs are reaching the end of the runway. I think that while TPU vs the GPU thing is overblown, a pattern will emerge in the future, where all heavy lifting will be done by ASICs but GPUs will remain dominant for research.

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Having in mind the JD V vs Little Marko race for 28, as an outsider, I am baffled how it is 50% for V and just 8% for Marko. Marko seems like a super star and well likable against V. But internally it is totally different?

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Scion capital +490% from nov 2000 to june 2008 vs spy gain of 2% his other firm is hard to calculate, think around +250 while market did +350 so all time if u took ur money gave it to him from the start in 2000, and took ur money back today, ud be at \+2000% compared to regular spy gain of 500-600% btw: he also made like a 15x play on gamestop. the only 'fools' are those who parrot back the same responses without thinking critically and looking into numbers themselves.

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GOLD headed back to ATH. Peter Schiff Vs Michael Saylor cage match coming soon

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I noticed Pumps barely have any pullbacks while dumps always Vs in between, what does this tell us

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Idk, about 10% of americans are on this sort of drug... unless there is going to be significantly more people in the future, I don't know if 10% of the population eating less is enough to justify a bearish pov. I see your point, and I don't know if you're right or wrong, I would just like to see the data on how much more that 10% was eating before vs. how much they eating now... If 10% made up like 30% of the food consumption, you could be on to something.

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It doesn't have to be this way. The rich can still be rich. They can have their cake and eat it too. We're not even asking the rich to stop. They just need to take a break, slow down for a little while. Make the game a little more sustainable, instead of just rob everyone all gas no brakes. Regulate what's broken. See what things help us make real things and increase output. What investments are truly working vs. isn't actually producing a return and not benefiting us all. Briefly pause the bailouts and endless debt. At least pretend to care about the middle and poors, periodically fix things. Not just let them drown endlessly in rising prices and an affordability crisis as the lower K goes down deeper.

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I'll readily admit my own biases, but the [Google graveyard](https://killedbygoogle.com/) is practically a meme on its own. I would argue the quality of YouTube has not gone up, but rather Netflix has come down. Cloud has undeniably grown, but I am leary of the market at large when the entire economy is overleveraged to the hilt with banks and vc alike finding ways to leverage wherever they can. But have a closer look at the technical output of Veo vs the competition and you start to see the blemishes that permeate the Google ecosystem. It looks flashy and fancy, but the closer you look, the uglier it gets. Google's own first party apps in the android ecosystem are a mess with Google home barely getting more than life support. The enshittification of Google photos (made marginally better with their AI advancements). The neverending push to raise prices across their entire product lineup. It just doesn't pass the smell test. You can drive consumes so far, but eventually people are broke. You can sell cloud resources to any French poodle at the head of a shell corporation drunk on an AI pitch deck that is just an API wrapper for other applications. It all stinks.

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I guess AMD doesn't really have a good answer to the GB200 but that's like a million dollar unit. I'm talking more h100's vs MI300X

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Why are so many people pumping ASTS? Seems overpriced when looking at their market cap vs earnings.

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