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I’m billing you for this conversation.

Canada
Joined June 2023
Photo by OG Trades (@OriginalTrades)Photo by OG Trades (@OriginalTrades)Photo by OG Trades (@OriginalTrades)Photo by OG Trades (@OriginalTrades)Photo by OG Trades (@OriginalTrades)Photo by OG Trades (@OriginalTrades)Photo by OG Trades (@OriginalTrades)Photo by OG Trades (@OriginalTrades)Photo by OG Trades (@OriginalTrades)Photo by OG Trades (@OriginalTrades)
We ought to be thankful to you! Not only have you birthed a pillar of a thriving ecosystem we all love, but you've done it with intention and good works. A leader, a friend. A cat I admire
I promised to do run downs for @JUPCatdets for great people on Twitter who have made an great impact on Jupiter they should engage, particularly those not as active on Discord. And so, here's a preliminary list of cats i am super grateful for: - @senseisol - @crypturco - @topo_g - @wizzyknows - @cloudz - @Tristan0x - @7LayerMagik - @suppvalen - @caiusonmute - @SOL_mfer - @retiredchaddev - @solanapoet - @SolportTom - @JagoeUnchained - @awesomemikeinc - @jussy_world - @SolJakey - @gaius1337 - @kmoney - @garylhenderson - @jords - @DSentralized - @VontariusF - @OriginalTrades - @connan_james - @solmaniac_ - @an6y_jpg - @Duke_of_Ice_Age - @0xCelon - @armaniferrante
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Goldman Sachs says states with potential restrictions account for roughly 45% of planned U.S. capacity, with Texas alone at about 25%. Meanwhile, UBS estimates that about 30% of additional capacity through 2028 could be affected. I think 2028 will be the most critical year, and construction for 2027 may continue at the pace it's at. $NBIS $IREN $CRWV $GOOGL $META $MSFT $AMZN
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After a freeze in September, October and November have seen a flood of new jumbo AI IG issues
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bro got unemployed for a week and went straight to rage baiting for views
Replying to @SenatorHeinrich
数据中心正在摧毁美国。
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AI will enable true quantum computing
Today Physical Superintelligence PBC is announcing a proof of the Aaronson-Ambainis conjecture, one of the central open problems in quantum complexity, with major implications for quantum computing speedup. psi.inc/research/aaronson-am… Thread 👇
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this applies to every STEM field tbh
“Cows know that humans exist. They can see us. But cows don’t know that money exists. … I can sell you a cow and you transfer money to my bank account. This is invisible to the cow. … How do you explain the bond market to cows, even though it controls their lives? What’s happening now or in the near future, it’s not that AIs will be robots that will come in the street and shoot us. The AIs are taking over the financial system. They are taking over all the bureaucracies because they are bureaucratic natives. … No human banker can remember all the transactions of the bank. An AI banker can. They will take over the bureaucracies like the financial system, create much more sophisticated financial systems and legal systems that we can’t understand. So just as cows can’t understand the financial system that controls their lives today, we will not be able to understand the AI financial system that will control our lives in 10 or 20 years. Which means that we are the cows of the future.” - Yuval Noah Harari @harari_yuval
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“Cows know that humans exist. They can see us. But cows don’t know that money exists. … I can sell you a cow and you transfer money to my bank account. This is invisible to the cow. … How do you explain the bond market to cows, even though it controls their lives? What’s happening now or in the near future, it’s not that AIs will be robots that will come in the street and shoot us. The AIs are taking over the financial system. They are taking over all the bureaucracies because they are bureaucratic natives. … No human banker can remember all the transactions of the bank. An AI banker can. They will take over the bureaucracies like the financial system, create much more sophisticated financial systems and legal systems that we can’t understand. So just as cows can’t understand the financial system that controls their lives today, we will not be able to understand the AI financial system that will control our lives in 10 or 20 years. Which means that we are the cows of the future.” - Yuval Noah Harari @harari_yuval
We are now firmly at the knee of an exponential curve. Soon the rate of scientific discovery will far outpace society’s ability to digest even a fraction of it. Time to buckle up.
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“…IPO shitshow..” there, fixed it for ya
Anthropic Prepares to Kick Off IPO Roadshow Next Week, Report Says
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SOFTBANK PLUNGES 59% AS DEBT-FUELED AI BETS UNRAVEL SoftBank shares fell another 10.8% Friday, extending losses to 59% since early June. The company added $40.4 billion in debt over 12 months to fund AI investments, including $64 billion in OpenAI. Meanwhile, Arm shares have plunged 51% since June 30, weakening SoftBank's asset backing as credit-default swaps rise and bond prices fall. SoftBank's reported leverage was 13%, below its self-imposed 25% limit, suggesting a substantial remaining cushion.
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i’m ready for longer
JUST IN: 🇺🇸 Morgan Stanley says the stock market correction is nearing its end.
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The biggest support for the Nasdaq held... today
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whenever i meet a boomer i tell them im unemployed and not looking for work, just to ruin their day.
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“you bought?”
*ANTHROPIC PLANS NOVEMBER IPO RAISING $80B-$100B AT $1.25T-$1.75T VALUATION: FT
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insiders after selling all their shares on open
What if Anthropic IPO looks more like WeWork than SpaceX
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it’s always “how much money does your hedge fund make” and never “does your hedge fund manager need a hug?”
JUST IN: Last month was the "largest unwinding" of hedge fund positions in over a decade
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Guess not: *MICROSOFT IS WINDING DOWN ORACLE DEAL TO RENT AI CLOUD CAPACITY
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how it feels to be a sensitive young man in a world of financial turmoil
Hey guys, any updates here?
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<$1 bi
Softbank in discussions to invest hundreds of millions in OpenAI's latest funding round - NYT DealBook
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OG Trades retweeted
Overview: How much have the top 25 components of the Global X Uranium ETF URA fallen below their 52-week highs? 👇 Leading "pure play" company and uranium major Kazatomprom is showing relative strength amid total destruction, while Energy Fuels, Oklo, and NuScale Power are at the bottom. ☠️🟥
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there’s so much new tech coming, and we’re so far from being able to supply enough power for all of it. unironically uranium seems like a great bet.
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