Semi-Analysis SemiAnalysis President Doug O'Laughlin Fabricated Knowledge on TBPN... TBPN yesterday with interesting comments on Amazon $AMZN. "Data center execution is starting to become a real issue… Oracle is delayed, Fairwater (Microsoft) is delayed, CORZ and CoreWeave is delayed… and you know who is not delayed. Amazon. Their execution is flawless when it comes to data center and power… I think they're going to put like 5 to 6 gigawatts online next year. It's a big number - it's a huge number."show more

Everything will be in tonight's video, but here is... a big issue with Black Ops 6 Health Regen takes 4.5-5 seconds to fully go through by default. That is PAINFULLY slow in a game with such a fast TTK and a focus on small maps and movement (also the health bars are delayed and don't appear until well after you take damage)show more

You don’t need a data center to support private... AI. ⬟ Private inference doesn’t live in one place. It runs across the network. If your device is online, it can contribute to privacy-preserving execution. Run a node on the Nesa network.show more

The Blaze continues to tease an update on the... Blaze bomber story…but it appears the story has been delayed again. Kyle Seraphin claims the piece is going through a legal review (we heard this last time) but you might detect a slight shift in Seraphin’s tone and approach. This is from yesterday…show more

Q: On the new promenade you announced yesterday, where... is the funding going to come from? Trump: It's not a lot of money. And it's going to be beautifulshow more

Do you understand what Mark Carney is saying here?... He just admitted to something... "When I talk to businesses around the country, especially in Quebec, their number one issue is tariffs and their number two issue is access to temporary foreign workers." What Carney is saying is that his corporate buddies don't want to hire Canadians and lobbying for a pipeline of cheap foreign workers instead. And Mark Carney is OK with it because the Liberal's Build Canada is without Canadian workers which aligns perfectly with their Century Initiative mass immigration plan.show more

Journalist: Why did you refuse the National Guard on... Jan. 6? Pelosi: “I did not refuse…the President didn’t send it.” Records show the Guard’s deployment was delayed, Trump never issued a formal order, and Pelosi never officially rejected a request for troops. This is where truth and spin collide.show more

A hundred and five is the number that comes... to my head…When I think of all the years I wanna be with you ♥️ #englot #อิงล็อตshow more

Andrej Karpathy calls AI Agents slop "Overall, the models... they are not there. And I feel like the industry [...] it's making too big of a jump and it's trying to pretend that this is amazing. And it's not—it's slop! And I think they are not coming to terms with it. And maybe they are trying to fundraise or something like that, I'm not sure what's going on."show more

Is there any real "due diligence" done by the... 🅰️people? All of their points seem empty, vague, and very handwavy, at least that's the feeling I get. It seems to be confirmed when it comes down to the facts, they try to apply that same vague speculatory mindset they use regarding Starlink, arriving at a conclusion that always seems to be wrong. How many guesses have been propagated as truth? How many small differences have been exaggerated so large that they become the very core of their position? Probably a lot, because the trend I see is to take a kernel of truth and cover it with heavy layers of lies and speculation. I like what ASTS is doing, but the community makes it pretty hard to know what's actually significant, and the truth is, it's pretty hard to tell until both constellations are built and delivering data to customers. The issue is that most of them likely have a huge amount of money riding on the company, so they'll take anything and go with it solely for the comfort factor.show more

Wemby on whether Trump going to the game tomorrow... will be a distraction: "Not really. I think it could be, but isolating myself is something I've practiced over the years, and I think I'm good at it, so it's not a problem. This is similar to something media wise, like the Olympics"show more

Graham: Mr. President, you just did not say the... best is yet to come. You proved to the American people that when it comes to their prosperity and security, by this time next year, you will see a major difference.show more

Q: "Did you discuss Ukraine at all with Xi?... And is there any movement on that?" President Trump: "I did. It's one that we'd like to see settled. Until last night, it was looking good, but they took a big hit last night. So it's going to happen, but it's a shame."show more

Yes, Trump went to Dairy Queen yesterday and asked... "What the hell is a Blizzard." If I were to guess, probably about 98% of Americans know exactly what a Blizzard at Dairy Queen is. It definitely is baffling to me that a former President would not know this. But who cares? No, I'm not going to claim that Trump has dementia because he doesn't know what a Blizzard is. I'm also not going to claim that this disqualifies him from being President. Although I think a lot of other things should. What I am going to say is that Americans need to stop focusing on the BS attempts to smear candidates with stupid attacks. Whether it is the right trying to attack Biden for slurring his speech, or the left trying to attack Trump for being overweight, or anything else in between, it's all just BS. We're better than that.show more

Trading 212 now has a voice, and it's pretty... smart 🤖 Stay up to date with our brand-new AI analysis tool. This latest feature uses OpenAI to analyse raw market data in real time and transforms it into a smart summary, available instantly to read or listen 🎧 The data is updated multiple times a day and takes various factors into consideration to provide you with a summary of the current sentiment, market trends, and fundamentals. Currently available only for selected stocks. The data is generated by an AI automated tool. It does not reflect human opinions and should not be considered professional advice. AI analysis is experimental, and Trading 212 does not guarantee its accuracy. Not investment, legal, or tax advice. Do your own research or consult a qualified advisor.show more

This is what resilience looks like. Before leaving Kherson... yesterday, this train was hit in a 🇷🇺shelling that left one of its carriages on fire and one steward wounded. Still, the trip was only delayed by 14 minutes, ending in Lviv today according to schedule - to the minuteshow more

The "Neoclouds are too scared of Jensen to offer... TPUs!" tweet reminded me of this quote from the Odd Lots episode with Hudson River Trading's Head of AI: "If you're using TPUs, you're also kind of entering a very close relationship with Google, some feeling of vendor lock in.. It's a complicated thing if you go down that path. But if you're compute hungry like the big labs, you'll take what you can get. I think Anthropic takes TPUs, Trainium, and GPUs, they need them all." You can also just look at the hoops and hurdles Google is going through to find external buyers of TPUs: - Invested $10B+ in Anthropic (and committed to invest $40B+) - Back-stopped Anthropic's data center leases so that Anthropic's data center developers can obtain financing to house the TPU's Anthropic is buying from Google - Created a new neocloud via a JV with Blackstone to offer TPUs (e.g. buy them from Google to rent) CoreWeave and Nebius are already sold out on the GPUs for which they have data center capacity to bring online.. Both want to diversify their customer bases away from hyperscalers and large AI labs. Doesn't seem to make any sense for them to offer TPUs, when Anthropic is the only company actually buying TPUs from Google, and only after being heavily incentivized to do so. $GOOG $CRWV $NBISshow more

✈️ Aviation chaos in Russia: flights canceled, people sleeping... on floors, fighting — and singing “Katyusha” Russia’s airports are paralyzed as hundreds of flights are delayed or canceled due to the ongoing threat of Ukrainian drone attacks. In Pulkovo, 48 flights were delayed, 74 canceled. At Sheremetyevo, 174 flights were canceled in the evening, with 47 more delayed. On a flight to Almaty stuck for over 15 hours, passengers began to fall ill and a scandal erupted on board. At Strigino Airport (Nizhny Novgorod), a “Carpet” regime is in place — all flights delayed, and passengers told they won’t be leaving for at least two days. Families with children are sleeping directly on the airport floor. Some are stranded abroad, including in Turkey, unable to return. 🤡 But the most surreal footage shows passengers stuck at Sheremetyevo suddenly singing “Katyusha.” It feels like a state-ordered flashmob. Because when in doubt, Russians sing "Katyusha".show more

“Brother is here… and the whole movie’s secret is... out! 😭📱📖😂 Brother number one when it comes to making our lives difficult! If you have a brother like this, who needs enemies! 🔥😂”show more

Where should helping your team win rank when it... comes to evaluating a prospect? Beating the Number 1 team in the country WITHOUT you and then losing by 16 to 15-12 Cincinnati WITH you is definitely interestingshow more