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avatar for 宝玉
宝玉
Fri Oct 31 02:09:40
Now wonder how customers (businesses and individuals) are going to pay for 500B USD investment in AI Infra per year.

Revenues of entire industry doesn't add upto 20B ARR yet. 

Off course, there are high value applications inside MAG 7, and also across large players like Tesla, TikTok etc. So probably that is how this investment gets used, but not so sure.

Now wonder how customers (businesses and individuals) are going to pay for 500B USD investment in AI Infra per year. Revenues of entire industry doesn't add upto 20B ARR yet. Off course, there are high value applications inside MAG 7, and also across large players like Tesla, TikTok etc. So probably that is how this investment gets used, but not so sure.

AI @amazon. All views personal!

avatar for GDP
GDP
Fri Oct 31 02:07:58
RT @staticmaker1: "boring" Shopify plugin for SMS marketing.

fully bootstrapped.

side project turned into a full-time business.

monetiza…

RT @staticmaker1: "boring" Shopify plugin for SMS marketing. fully bootstrapped. side project turned into a full-time business. monetiza…

Discovering "boring" businesses at https://t.co/VrB2vWopEc. Sharing "boring" business opportunities at https://t.co/1qQOVZrUXW.

avatar for staticmaker
staticmaker
Fri Oct 31 02:07:36
RT @mattyp: You can now use Slash Commands on Replit for selecting connections to your app.

“Build an app that pulls my /YouTube data into…

RT @mattyp: You can now use Slash Commands on Replit for selecting connections to your app. “Build an app that pulls my /YouTube data into…

ceo @replit. civilizationist

avatar for Amjad Masad
Amjad Masad
Fri Oct 31 02:05:58
RT @AlexiGlad: Super cool to see what people are doing with EBMs/EBTs! A small energy head is a great tradeoff between not having as much t…

RT @AlexiGlad: Super cool to see what people are doing with EBMs/EBTs! A small energy head is a great tradeoff between not having as much t…

We're in a race. It's not USA vs China but humans and AGIs vs ape power centralization. @deepseek_ai stan #1, 2023–Deep Time «C’est la guerre.» ®1

avatar for Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)
Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)
Fri Oct 31 02:05:53
> Former U.S. Ambassador to China
explains a lot about the miscalculations burgers are going through. McFaul was of the same mold. What's with the practice of appointing two-bit hawks as ambassadors? Just imperial hubris?

> Former U.S. Ambassador to China explains a lot about the miscalculations burgers are going through. McFaul was of the same mold. What's with the practice of appointing two-bit hawks as ambassadors? Just imperial hubris?

We're in a race. It's not USA vs China but humans and AGIs vs ape power centralization. @deepseek_ai stan #1, 2023–Deep Time «C’est la guerre.» ®1

avatar for Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)
Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)
Fri Oct 31 02:04:52
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