plutos
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What Lisa Su actually held on stage: A mini PC the size of a lunchbox running Qwen3-235B locally, with no cloud and no discrete GPU Inside: the Ryzen AI Max+ 395, 128GB unified memory, 110GB usable as VRAM on Linux The first x86 chip that handles 200+ billion parameters on a single die AMD claims it beats the RTX 5080 by several times on memory-bound models — because the 5080 simply cannot fit them $1,400 to $2,500 once. cloud bills run $200 to $400 a month It pays for itself in a few months, then costs nothing per request This is not a faster GPU. it is the first real argument that your AI does not belong in someone else's data center
plutos1,232,505 次观看 • 23 天前
Elon may have engineered the cleanest IPO support structure ever built Insiders cannot sell unless the stock is already 30% above the IPO price That means selling pressure only arrives at $175 or higher Then Nasdaq index funds step in as forced buyers Limited supply. Forced demand. Supply faucet controlled by one person This is not a normal lockup. It was designed Most people are debating whether SpaceX is overpriced at $135 Almost nobody is looking at the structure underneath it. Check the Claude article with the full IPO analysis.
plutos657,771 次观看 • 29 天前
AMD on local AI: "this is the smallest AI development system in the world, capable of running models up to 200 billion parameters locally, not connected to anything" 128GB of unified memory shared by CPU, GPU, and NPU fits in your hand. Runs a model larger than GPT-3 with no internet $3,999 once. roughly $16 a month in power Cloud equivalent: up to $750 a month The question was never whether local AI could compete on power It was whether it could compete on price. Now it does
plutos151,966 次观看 • 24 天前
"Mr. IPO" on SpaceX IPO: "There have only been about 18 companies that have gone public at a price-to-sales ratio above 40. SpaceX will go public at 80×. on average, the stock has been a disappointment." SpaceX is eyeing a $1.5 trillion valuation — the largest private-sector company ever to go public Last year it did $18.7B in revenue — bigger than almost any private company at IPO But the price-to-sales ratio will be ~80×. only 18 companies in US history have cleared 40× Of those 18, most disappointed investors after listing The competitive moat is real. Starship makes it nearly impossible to replicate their launch cost advantage The question is not whether it's a great company. it is The question is whether $1.5 trillion leaves anything on the table for you
plutos150,212 次观看 • 1 个月前
A guy who tested every AI Halo mini PC on the market picked a winner: The Minisforum MS-S1 Max They all run the same AMD Ryzen AI Max+ 395 with 128GB unified memory, so the decision came down to everything around the chip What won it: dual 10-gig Ethernet, 80 Gbit/s USB4 V2, internal power supply, a low-profile PCIe slot the competition skipped The overlooked detail: the CPU/GPU memory split quietly changes CPU performance by 15% on identical silicon The honest comparison: NVIDIA's GB10 boxes have nearly closed the price gap and still lead on software maturity. AMD's edge is Windows, gaming, and expansion in one machine The takeaway is not which box is fastest It is that local AI hardware is now a commodity, and the real differences are the boring ones: ports, service, and software
plutos97,428 次观看 • 21 天前
Spacex wants $2 trillion on june 12. Meta is worth $1.6 trillion today Meta 2025: $201 billion revenue, $60.5 billion profit, 3.58 billion daily users Spacex 2025: $18.7 billion revenue, $5 billion loss, no path to profitability published in the prospectus the market is pricing spacex higher than the most profitable social media company ever built, at 94 times revenue, on the assumption that starlink and starship both work, on time, at scale one of those is a business. the other is a bet on a future that has not arrived yet almost nobody buying this will read the 300 pages before june 12. that gap is the only edge available Read the article where Claude provided me with a more detailed analysis of the 300-page document
plutos142,756 次观看 • 1 个月前
SpaceX at $2 trillion is either the most obvious buy or the most expensive lesson in IPO history They cut the cost of reaching orbit by 95% compared to the Space Shuttle era. They own two thirds of all low Earth orbit satellites. No dorm room startup will ever compete with that But incredible companies and great investments are not the same thing at any price Amazon built distribution centers and 747s and that moat made it worth trillions. SpaceX is building the same kind of irreplaceable infrastructure in space The difference is Amazon spent a decade losing money before it earned its valuation. SpaceX wants you to price in the decade it hasn't had yet Scott Galloway said it best: "digital companies scale fast but analog companies have moats that are nearly impossible to cross" That is not a startup. That is infrastructure The question is not whether SpaceX is great. It is whether you are the right buyer at this price
plutos123,964 次观看 • 1 个月前
Sam Altman: "Very soon an AI will just be running for you in the background all the time" That entire model is on its way out. But the vision isn't the tell. This is: He says everyone's going to want "so much more of this AI infrastructure than we think." That's not a roadmap. That's a man admitting he can't build chips and power fast enough. The always-on assistant is the headline. The infrastructure bottleneck underneath it is the trade almost nobody is pricing in. That gap is the whole edge.
plutos25,662 次观看 • 24 天前
Right now you can observe a lot of posts where someone share a screenshot of their cloud bill disappearing after buying a $3,000 box Most people see the number and want to believe it, few actually check if the math works for them specifically It's simple, what do you spend on compute per month? Divide $2,999 by that If the answer is under 12 - interesting, but If it's over 30 - close the tab and save your money The hardware isn't the question, your own usage is This article does the math honestly for every type of person Worth reading before you get caught up in the hype
plutos37,723 次观看 • 1 个月前
There are two types of engineers in 2026 The first opens his laptop in the morning, writes a prompt, waits, reads the diff, fixes it, repeats The second opens his phone, checks what shipped while he was asleep Different answer to one question: who is the loop? The first engineer is the loop, he starts the agent, reviews the output, decides what's next, the moment he steps away it stops The second engineer built the system that is the loop instead of him, PR review, flaky tests, CI triage, all running without him, he just reads the report What stops most people isn't complexity It's that they never noticed they are the bottleneck Full guide to building the system that runs without you below
plutos12,428 次观看 • 24 天前
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