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$AMZN AWS CEO: “We invest on 5-year commitments from customers, so we have great visibility for revenues and when they’ll land.” AWS also recently implied that server investments pay off in under 3 years, so we are looking at 2 years of pure returns after investment is recovered. They...

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Oguz Erkan

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29,884 просмотров • 9 дней назад •via X (Twitter)

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$AMZN CEO: “Customers badly want better price/performance. This is why we build custom chips. ” If $AMZN chip business was a standalone company, it would be at $50 billion ARR. Let that sink in. It’ll only accelerate from here as bulk of the AI workloads shift to inference and inference itself becomes more agentic. This will not only result in cheaper inference for customers, but it’ll also expand AWS margins by 7-8% as Jassy said in the earnings call. Imagine where $AMZN valuation would be if AWS growth keeps above 20% for the next decade and net margin stays above 30% thanks to custom chips. Long $AMZN.
1:27

$AMZN CEO: “Customers badly want better price/performance. This is why we build custom chips. ” If $AMZN chip business was a standalone company, it would be at $50 billion ARR. Let that sink in. It’ll only accelerate from here as bulk of the AI workloads shift to inference and inference itself becomes more agentic. This will not only result in cheaper inference for customers, but it’ll also expand AWS margins by 7-8% as Jassy said in the earnings call. Imagine where $AMZN valuation would be if AWS growth keeps above 20% for the next decade and net margin stays above 30% thanks to custom chips. Long $AMZN.

Oguz Erkan

61,999 просмотров • 3 месяцев назад

$AMZN finally connected AI demand, capex, margins and the payback period inside one coherent explanation. AWS is already a ~$179B annual revenue business growing almost 37% with margins near 39% while backlog has reached ~$500B and both its AI and custom-chip businesses have surpassed $25B run rates. That operating strength makes management’s return framework far more credible as server and networking investments are expected to break even in under 3 years remain useful for at least 5-6 years and generate meaningful FCF after the original investment is recovered.
1:21

$AMZN finally connected AI demand, capex, margins and the payback period inside one coherent explanation. AWS is already a ~$179B annual revenue business growing almost 37% with margins near 39% while backlog has reached ~$500B and both its AI and custom-chip businesses have surpassed $25B run rates. That operating strength makes management’s return framework far more credible as server and networking investments are expected to break even in under 3 years remain useful for at least 5-6 years and generate meaningful FCF after the original investment is recovered.

Shay Boloor

232,200 просмотров • 13 дней назад

AWS CEO, Matt Garman, on CapEx and demand: "The potential business for us is just massive. We see this as a huge opportunity for us to really invest and help customers take advantage of of the AI opportunity, so we will keep investing. As Andy kind of called out last week, we have really great insight into what the demand is going to be from customers. So when we invest, and we will keep investing in CapEx next year as well, we have great insight into when that revenue is going to land. Much of our capacity is already spoken through the end of 27 and even through much of 28, so as we're investing, we're getting five year commitments from customers...I expect us to keep investing as we see opportunities and and some of that we'll see how the the market continues to grow, but right now we're excited about our investments and and we'll continue to invest." $AMZN Via Bloomberg
1:33

AWS CEO, Matt Garman, on CapEx and demand: "The potential business for us is just massive. We see this as a huge opportunity for us to really invest and help customers take advantage of of the AI opportunity, so we will keep investing. As Andy kind of called out last week, we have really great insight into what the demand is going to be from customers. So when we invest, and we will keep investing in CapEx next year as well, we have great insight into when that revenue is going to land. Much of our capacity is already spoken through the end of 27 and even through much of 28, so as we're investing, we're getting five year commitments from customers...I expect us to keep investing as we see opportunities and and some of that we'll see how the the market continues to grow, but right now we're excited about our investments and and we'll continue to invest." $AMZN Via Bloomberg

P Equity Research 📰

51,365 просмотров • 9 дней назад

#WATCH | Semicon India 2025 | Sandeep Kumar, CEO, L&T Semiconductor Technologies, says, "We are building a new security protocol chip. All the chips currently in use in passports, Aadhaar cards, and payment cards are imported. There are high chances of security and data breaches. At L&T, we will develop those chips for the security protocol. These chips will be released within 1.5 years. These chips will be used in passports, credit cards, and Aadhar cards, which will become electronic, and all payment gateways... The government already has plans to make new passports with electronic chips, so as soon as the chips are ready, passports will be made using these chips..."
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#WATCH | Semicon India 2025 | Sandeep Kumar, CEO, L&T Semiconductor Technologies, says, "We are building a new security protocol chip. All the chips currently in use in passports, Aadhaar cards, and payment cards are imported. There are high chances of security and data breaches. At L&T, we will develop those chips for the security protocol. These chips will be released within 1.5 years. These chips will be used in passports, credit cards, and Aadhar cards, which will become electronic, and all payment gateways... The government already has plans to make new passports with electronic chips, so as soon as the chips are ready, passports will be made using these chips..."

ANI

54,188 просмотров • 11 месяцев назад

$AMZN CEO Andy Jassy reveals customers want Trainium chips outside AWS and says there's a real chance Amazon sells them that way. "On the question about selling Trainium, we're quite excited about what's happening in our chips business." "As I mentioned earlier, it's over $25 billion in annual revenue at this point. We think we have the leading price performance chip in both the AI space with Trainium and in the CPU space with Graviton." "The fact that we have multi-year, multi-gigawatt commitments from the two largest AI labs, Anthropic and OpenAI, and more and more companies, as I mentioned in my opening comments, using Trainium is exciting and promising." "And we just have an incredible amount of demand for Trainium. So there are a lot of customers who are very excited about using it in the form that we're providing right now." "We do have an increasing number of customers who are interested in us providing the Trainium chips to them separate from our cloud. And we're actively having those conversations and exploring. And I expect there's a real chance we'll do that in the future."
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$AMZN CEO Andy Jassy reveals customers want Trainium chips outside AWS and says there's a real chance Amazon sells them that way. "On the question about selling Trainium, we're quite excited about what's happening in our chips business." "As I mentioned earlier, it's over $25 billion in annual revenue at this point. We think we have the leading price performance chip in both the AI space with Trainium and in the CPU space with Graviton." "The fact that we have multi-year, multi-gigawatt commitments from the two largest AI labs, Anthropic and OpenAI, and more and more companies, as I mentioned in my opening comments, using Trainium is exciting and promising." "And we just have an incredible amount of demand for Trainium. So there are a lot of customers who are very excited about using it in the form that we're providing right now." "We do have an increasing number of customers who are interested in us providing the Trainium chips to them separate from our cloud. And we're actively having those conversations and exploring. And I expect there's a real chance we'll do that in the future."

Fireside Alpha

11,669 просмотров • 10 дней назад

DEMOCRATS ARE THE PARTY OF PEDOPHILES!!! 🚨 Colorado Rep Scott Bottoms - People Are Buying 1-5 Year Old Children For Sex “We sat in committee all day, discussing whether or not somebody that buys little children… these are 2, 3, 4, 5 year old kids… They buy them for sex. And we tried to get a bill through, that was going to send these buyers in jail. Most of the times they get off on probation. Almost all the time. After buying a child and raping a little child… And we tried to say a minimum of four years. Then we sat and listened to the democrats fight against this bill and against putting these people in jail… and they came up with all kinds of reasons, including these buyers are VICTIMS themselves… This is disgusting and democrats completely voted 100% along party lines against it…” Video: Liberty Daily News
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DEMOCRATS ARE THE PARTY OF PEDOPHILES!!! 🚨 Colorado Rep Scott Bottoms - People Are Buying 1-5 Year Old Children For Sex “We sat in committee all day, discussing whether or not somebody that buys little children… these are 2, 3, 4, 5 year old kids… They buy them for sex. And we tried to get a bill through, that was going to send these buyers in jail. Most of the times they get off on probation. Almost all the time. After buying a child and raping a little child… And we tried to say a minimum of four years. Then we sat and listened to the democrats fight against this bill and against putting these people in jail… and they came up with all kinds of reasons, including these buyers are VICTIMS themselves… This is disgusting and democrats completely voted 100% along party lines against it…” Video: Liberty Daily News

MJTruthUltra

308,435 просмотров • 2 лет назад

CoreWeave $CRWV CEO Michael Intrator, on the Big Technology Podcast, providing what I believe is the most compelling rebuttal to the narrative that GPUs only have a 2 to 3-year useful life. CoreWeave's customers are the world's most sophisticated users of GPUs, and they are signing contracts to utilize today's GPUs for the next 5 years, despite Nvidia's new product release cadence resulting in more efficient GPUs every 1-2 years. The use-case for the GPUs might change over time as Nvidia rolls out new products (e.g. older chips are moved from training to inference workloads), but the "usefulness" does not. "The most important tool that I have for understanding what the depreciation curve or the obsolescence curve of compute is not what I think, right? It's not what some historic short (seller) thinks. It's what are the buyers, the most sophisticated companies in the world are willing to pay for today. And when they come to me and they put in a contract for a 5-year deal or 6-year deal, in what world do I not think that they who are the consumers of this understand that there are new, more powerful chips coming out? Of course they do. They understand it, but they also understand what their various use cases are. And they're saying to themselves, "I'm going to buy this because I'm going to need it today. I'm going to need it in 3 years, and I'm going to need it in 5 years"... My opinions around depreciation are informed by the only entities that get to vote in my world, which are the folks that are paying for the compute over time."
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CoreWeave $CRWV CEO Michael Intrator, on the Big Technology Podcast, providing what I believe is the most compelling rebuttal to the narrative that GPUs only have a 2 to 3-year useful life. CoreWeave's customers are the world's most sophisticated users of GPUs, and they are signing contracts to utilize today's GPUs for the next 5 years, despite Nvidia's new product release cadence resulting in more efficient GPUs every 1-2 years. The use-case for the GPUs might change over time as Nvidia rolls out new products (e.g. older chips are moved from training to inference workloads), but the "usefulness" does not. "The most important tool that I have for understanding what the depreciation curve or the obsolescence curve of compute is not what I think, right? It's not what some historic short (seller) thinks. It's what are the buyers, the most sophisticated companies in the world are willing to pay for today. And when they come to me and they put in a contract for a 5-year deal or 6-year deal, in what world do I not think that they who are the consumers of this understand that there are new, more powerful chips coming out? Of course they do. They understand it, but they also understand what their various use cases are. And they're saying to themselves, "I'm going to buy this because I'm going to need it today. I'm going to need it in 3 years, and I'm going to need it in 5 years"... My opinions around depreciation are informed by the only entities that get to vote in my world, which are the folks that are paying for the compute over time."

Rittenhouse Research

161,828 просмотров • 7 месяцев назад

Lisa Su explains why, for at least the next few years, $AMD and $NVDA GPUs will continue to dominate the AI accelerator market. “ASICs like $GOOGL TPUs are great, but they don’t offer anywhere near the same programmability or model flexibility that GPUs provide. AI is at least a 10-year cycle, and we’re only in year two. Being so early, software developers want the flexibility to innovate on different algorithms.” Even as ASICs become competitive for inference, GPUs are on another level. $AMD and $NVDA are set to keep thriving in the years ahead.
1:04

Lisa Su explains why, for at least the next few years, $AMD and $NVDA GPUs will continue to dominate the AI accelerator market. “ASICs like $GOOGL TPUs are great, but they don’t offer anywhere near the same programmability or model flexibility that GPUs provide. AI is at least a 10-year cycle, and we’re only in year two. Being so early, software developers want the flexibility to innovate on different algorithms.” Even as ASICs become competitive for inference, GPUs are on another level. $AMD and $NVDA are set to keep thriving in the years ahead.

Daniel

125,735 просмотров • 7 месяцев назад

German Rheinmetall CEO Armin Papperger: I think we have to produce more here in Europe because the stocks in America are not full. The stocks in America are only at about 20–30%, and they have to produce for themselves. The United States is also building up its production capacity at the moment, and we have to build up ours as well. So I believe that over the next 10 years, we will have a lot to do and a lot to produce here.
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German Rheinmetall CEO Armin Papperger: I think we have to produce more here in Europe because the stocks in America are not full. The stocks in America are only at about 20–30%, and they have to produce for themselves. The United States is also building up its production capacity at the moment, and we have to build up ours as well. So I believe that over the next 10 years, we will have a lot to do and a lot to produce here.

Clash Report

42,695 просмотров • 21 дней назад

Dylan Patel believes $NVDA will not use CPO even with Feynman “We’re very bullish on copper and non-CPO optics. We're kinda bearish CPO. $APH is going to perform much better over the next few years than previously expected.” Full quote: “The spending associated with AI chips is currently at or below 10%, but when we move to CPO, networking will grow even further, to 20% or 30%. We are seeing a huge uplift in networking content. CPO is a massive step-function change for the industry, and everyone recognizes it now, but people are getting a little too exuberant. In my view, it is not coming in 2027. It will really arrive toward the end of 2028, with 2029 being the real ramp for scale-up CPO. There have been a lot of manufacturing problems. If we could deploy it today at a good cost, everyone would do it. However, it is really hard. The manufacturing volumes and yields are not there, and the chips are not fully designed for it yet. It is a very complex and difficult technology to ramp, so people are going to stay with copper for as long as they can. That means Rubin is all copper, and Feynman, the next-generation Nvidia GPU after Rubin and Rubin Ultra, is still copper. We are not even shipping Rubin yet. We have a few generations of chips before we get to CPO on the GPU. CPO on switches is coming earlier than on GPUs or AI ASICs. Even without CPO, as cluster sizes get bigger, you need more optics, active electrical cables, and similar components per GPU. We have seen a major shift in the dynamics. On Monday, we released a note for our institutional research subscribers stating that, over the medium term, we are actually very bullish on copper and non-CPO optics, while being slightly bearish on CPO. This is due to delays in downstream chips, such as Feynman not fully utilizing CPO. Copper companies like Amphenol, which make backplane connectors and cables, are going to perform much better over the next few years than previously expected because CPO is being delayed. Ultimately, integrating optics is much more expensive than sending signals electrically. However, electrical signals cannot travel very far without adding repeaters or optics. There is a trade-off continuum, and while CPO will happen, it is currently being pushed out.”
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Dylan Patel believes $NVDA will not use CPO even with Feynman “We’re very bullish on copper and non-CPO optics. We're kinda bearish CPO. $APH is going to perform much better over the next few years than previously expected.” Full quote: “The spending associated with AI chips is currently at or below 10%, but when we move to CPO, networking will grow even further, to 20% or 30%. We are seeing a huge uplift in networking content. CPO is a massive step-function change for the industry, and everyone recognizes it now, but people are getting a little too exuberant. In my view, it is not coming in 2027. It will really arrive toward the end of 2028, with 2029 being the real ramp for scale-up CPO. There have been a lot of manufacturing problems. If we could deploy it today at a good cost, everyone would do it. However, it is really hard. The manufacturing volumes and yields are not there, and the chips are not fully designed for it yet. It is a very complex and difficult technology to ramp, so people are going to stay with copper for as long as they can. That means Rubin is all copper, and Feynman, the next-generation Nvidia GPU after Rubin and Rubin Ultra, is still copper. We are not even shipping Rubin yet. We have a few generations of chips before we get to CPO on the GPU. CPO on switches is coming earlier than on GPUs or AI ASICs. Even without CPO, as cluster sizes get bigger, you need more optics, active electrical cables, and similar components per GPU. We have seen a major shift in the dynamics. On Monday, we released a note for our institutional research subscribers stating that, over the medium term, we are actually very bullish on copper and non-CPO optics, while being slightly bearish on CPO. This is due to delays in downstream chips, such as Feynman not fully utilizing CPO. Copper companies like Amphenol, which make backplane connectors and cables, are going to perform much better over the next few years than previously expected because CPO is being delayed. Ultimately, integrating optics is much more expensive than sending signals electrically. However, electrical signals cannot travel very far without adding repeaters or optics. There is a trade-off continuum, and while CPO will happen, it is currently being pushed out.”

Daniel Romero

117,323 просмотров • 1 месяц назад

Nvidia $NVDA CEO, Jensen Huang, on the AI bubble danger: "The bubble will come someday, just not today. This is in the very beginning of the buildout. It is very unlikely in the next 5 years, and we will see with the 5-10 years. It depends on how fast we can build. The rate at which we can build the infrastructure is limited by physical things. Today, the industry could build faster and run faster but we don't have enough chips, memory, land, power, construction workers to build data centers...we are constrained in every single way and direction. That constraint is what holds the system back so it gives us plenty of time to go build out these infrastructures." Via Axios
1:31

Nvidia $NVDA CEO, Jensen Huang, on the AI bubble danger: "The bubble will come someday, just not today. This is in the very beginning of the buildout. It is very unlikely in the next 5 years, and we will see with the 5-10 years. It depends on how fast we can build. The rate at which we can build the infrastructure is limited by physical things. Today, the industry could build faster and run faster but we don't have enough chips, memory, land, power, construction workers to build data centers...we are constrained in every single way and direction. That constraint is what holds the system back so it gives us plenty of time to go build out these infrastructures." Via Axios

P Equity Research 📰

36,655 просмотров • 20 дней назад

David Sacks Explains How AI Will Go 1,000,000x in Four Years "I would say the rate of progress is exponential right now on at least three key dimensions." 1) The models "So number one is the algorithms themselves. The models are improving at a rate of, I don't know, 3-4x a year." "They're not just getting faster and better, but qualitatively they're different." "Remember, we started with pure LLM chatbots." "Then we went to reasoning models." "We didn't even get to the agents part of it yet, but that's the next big leap after reasoning models." "We're just starting to scratch the surface there." 2) The chips "Then you've got the chips." "Depending on how you measure it, each generation of chips is probably 3-4x better than the last." "It's not just the individual chips that are getting better, they're figuring out how to network them together." "Like with NVL72, it's like a rack system to create much better performance at the datacenter level." 3) The compute "And that would be the third area where you're seeing basically exponential progress." "Just look at the number of GPUs that are being deployed in datacenters." "So when Elon first started training Grok, I think they had maybe 100K GPUs. Now they're up to 300K. They're on their way to a million. Same thing with OpenAI's data center, Stargate." "And within a couple years they'll be at, I don't know, 5M GPUs, 10M GPUs? How Sacks gets to 1,000,000x: "The algorithms, the chips, and the datacenters are all improving or scaling at a rate of 3-4x a year." "That's 10x every two years." "Where people don't understand exponential progress is that if you're getting better at 10x every two years, that doesn't mean you'll be at 20x in four years." "It means you'll be at a 100x." "So you multiply those things together: the algorithms, the chips, and the raw compute that's available." 100x models 🧠 x 100x chips 💾 x 100x compute ⚡️ = 1,000,000x AI 🤖 "You're talking about 1,000,000x increase." "Some of which will be captured in price reductions, some of it will be in the performance ceiling, and then some of it will just be in the overall amount of AI compute that's available to the economy." "But the impact of this thing is gonna be absolutely massive." "And I think people still don't even appreciate that fact because they don't understand exponential progress."
1:42

David Sacks Explains How AI Will Go 1,000,000x in Four Years "I would say the rate of progress is exponential right now on at least three key dimensions." 1) The models "So number one is the algorithms themselves. The models are improving at a rate of, I don't know, 3-4x a year." "They're not just getting faster and better, but qualitatively they're different." "Remember, we started with pure LLM chatbots." "Then we went to reasoning models." "We didn't even get to the agents part of it yet, but that's the next big leap after reasoning models." "We're just starting to scratch the surface there." 2) The chips "Then you've got the chips." "Depending on how you measure it, each generation of chips is probably 3-4x better than the last." "It's not just the individual chips that are getting better, they're figuring out how to network them together." "Like with NVL72, it's like a rack system to create much better performance at the datacenter level." 3) The compute "And that would be the third area where you're seeing basically exponential progress." "Just look at the number of GPUs that are being deployed in datacenters." "So when Elon first started training Grok, I think they had maybe 100K GPUs. Now they're up to 300K. They're on their way to a million. Same thing with OpenAI's data center, Stargate." "And within a couple years they'll be at, I don't know, 5M GPUs, 10M GPUs? How Sacks gets to 1,000,000x: "The algorithms, the chips, and the datacenters are all improving or scaling at a rate of 3-4x a year." "That's 10x every two years." "Where people don't understand exponential progress is that if you're getting better at 10x every two years, that doesn't mean you'll be at 20x in four years." "It means you'll be at a 100x." "So you multiply those things together: the algorithms, the chips, and the raw compute that's available." 100x models 🧠 x 100x chips 💾 x 100x compute ⚡️ = 1,000,000x AI 🤖 "You're talking about 1,000,000x increase." "Some of which will be captured in price reductions, some of it will be in the performance ceiling, and then some of it will just be in the overall amount of AI compute that's available to the economy." "But the impact of this thing is gonna be absolutely massive." "And I think people still don't even appreciate that fact because they don't understand exponential progress."

The All-In Podcast

486,198 просмотров • 1 год назад

Nvidia CEO: AIs are recursively self-improving. We are "obviously" less than 5 years from AGI. INTERVIEWER: People talk about AGI. Do you think in 10 years from now we're there? JENSEN HUANG: Depending on how you define it, I think the answer is yes. And so the question is, what is AGI? If we define AGI as a piece of software, a computer that can take a whole bunch of tests. And these tests reflect basic intelligence, and by completing those tests, deliver results that are fairly competitive to a normal human? I would say that within the next five years, you're going to see, obviously, AIs that can achieve those tests. AIs are designing AIs: INTERVIEWER: And design the chips that you're making right now? JENSEN HUANG: Yeah. INTERVIEWER: Will you need to have the same staff that designs them? JENSEN HUANG: In fact, none of our chips are possible today without AI. Literally. The H100s we're shipping today was designed with the assistance of a whole lot of AIs. Otherwise, we wouldn't be able to cram so many transistors on a chip or optimize the algorithms to the level that we have. Software can't be written without AI, chips can't be designed without AI. Nothing's possible.
1:14

Nvidia CEO: AIs are recursively self-improving. We are "obviously" less than 5 years from AGI. INTERVIEWER: People talk about AGI. Do you think in 10 years from now we're there? JENSEN HUANG: Depending on how you define it, I think the answer is yes. And so the question is, what is AGI? If we define AGI as a piece of software, a computer that can take a whole bunch of tests. And these tests reflect basic intelligence, and by completing those tests, deliver results that are fairly competitive to a normal human? I would say that within the next five years, you're going to see, obviously, AIs that can achieve those tests. AIs are designing AIs: INTERVIEWER: And design the chips that you're making right now? JENSEN HUANG: Yeah. INTERVIEWER: Will you need to have the same staff that designs them? JENSEN HUANG: In fact, none of our chips are possible today without AI. Literally. The H100s we're shipping today was designed with the assistance of a whole lot of AIs. Otherwise, we wouldn't be able to cram so many transistors on a chip or optimize the algorithms to the level that we have. Software can't be written without AI, chips can't be designed without AI. Nothing's possible.

AI Notkilleveryoneism Memes ⏸️

1,256,020 просмотров • 2 лет назад

Jeff Bezos on how to build a business strategy “I very frequently get the question: ‘What’s going to change in the next 10 years?” And that is an interesting question… But I almost never get the question: ‘What’s not going to change in the next 10 years?’ And I submit to you that that second question is actually the more important of the two.” Jeff argues: “You can build a business strategy around the things that are stable in time. In our retail business, we know that customers want low prices, and I know that’s going to be true 10 years from now. They want fast delivery. They want vast selection. It’s impossible to imagine a future 10 years from now where a customer comes up and says, ‘Jeff I love Amazon, I just wish the prices were a little higher.’ Or, ‘I love Amazon, I just wish you’d deliver a little slower.’ Impossible. And so we know the energy we put into these things today will still be paying dividends for our customers 10 years from now.” He gives AWS as another example. It’s impossible to imagine AWS customers asking for a less reliable or more expensive service. ”When you have something that you know is true, even over the long term, you can afford to put a lot of energy into it… The big ideas in business are often very obvious, but it’s very hard to maintain a firm grasp of the obvious at all times. But if you can do that and continue to spin up those flywheels and put energy into those things, over time, you build a better service for your customers on the things that genuinely matter to them.” Video source: Amazon Web Services (2012)
2:01

Jeff Bezos on how to build a business strategy “I very frequently get the question: ‘What’s going to change in the next 10 years?” And that is an interesting question… But I almost never get the question: ‘What’s not going to change in the next 10 years?’ And I submit to you that that second question is actually the more important of the two.” Jeff argues: “You can build a business strategy around the things that are stable in time. In our retail business, we know that customers want low prices, and I know that’s going to be true 10 years from now. They want fast delivery. They want vast selection. It’s impossible to imagine a future 10 years from now where a customer comes up and says, ‘Jeff I love Amazon, I just wish the prices were a little higher.’ Or, ‘I love Amazon, I just wish you’d deliver a little slower.’ Impossible. And so we know the energy we put into these things today will still be paying dividends for our customers 10 years from now.” He gives AWS as another example. It’s impossible to imagine AWS customers asking for a less reliable or more expensive service. ”When you have something that you know is true, even over the long term, you can afford to put a lot of energy into it… The big ideas in business are often very obvious, but it’s very hard to maintain a firm grasp of the obvious at all times. But if you can do that and continue to spin up those flywheels and put energy into those things, over time, you build a better service for your customers on the things that genuinely matter to them.” Video source: Amazon Web Services (2012)

Startup Archive

61,894 просмотров • 1 год назад

Thread 🧵 So as of tonight and going forth as we did when we campaigned rigorously over years to get Jeremy Corbyn out of the position of Prime Minister and leader for Labour, we are now going to start the campaign again so we're going to bring up everything that we have videos live feeds photographs, events demonstrations. We will be making a huge long thread to remind everybody who Jeremy Corbyn is, who his friends are as he starts to build another party please follow the thread. There will be something every day and believe me this is going to go on for the next four years until Labour are out of Office and Jeremy Corbyn will never be PM nor his new venture succeeding . So buckle up .. we have years worth of information in conjunction with Campaign4Truth (1)
0:32

Thread 🧵 So as of tonight and going forth as we did when we campaigned rigorously over years to get Jeremy Corbyn out of the position of Prime Minister and leader for Labour, we are now going to start the campaign again so we're going to bring up everything that we have videos live feeds photographs, events demonstrations. We will be making a huge long thread to remind everybody who Jeremy Corbyn is, who his friends are as he starts to build another party please follow the thread. There will be something every day and believe me this is going to go on for the next four years until Labour are out of Office and Jeremy Corbyn will never be PM nor his new venture succeeding . So buckle up .. we have years worth of information in conjunction with Campaign4Truth (1)

Eye On Antisemitism

163,773 просмотров • 1 год назад

Copper is ripping. Chamath told you it would. From All-In’s 2026 Prediction Show (Published Jan. 9th): “I will pick copper (as the biggest business winner of 2026). We are still completely underestimating how short we are, in terms of the global demand supply dynamics of a handful of critical elements that we need, again, in the Trump Doctrine view of the world, that is no longer as multilateral as it was, and we need to have unilateral national security. And if you look through that lens, the asset that is set up to go absolutely parabolic is copper. And the reason is that it is, at least as it stands today, the most useful, cheap, amenable, conductive material that we have. That material manifests in everything from our datacenters, to our chips, to our weapons systems, it's just everywhere. And right now, we are on a path, by 2040, where we will be short about 70% of the global supply at current course and speed. So I will pick copper.”
0:57

Copper is ripping. Chamath told you it would. From All-In’s 2026 Prediction Show (Published Jan. 9th): “I will pick copper (as the biggest business winner of 2026). We are still completely underestimating how short we are, in terms of the global demand supply dynamics of a handful of critical elements that we need, again, in the Trump Doctrine view of the world, that is no longer as multilateral as it was, and we need to have unilateral national security. And if you look through that lens, the asset that is set up to go absolutely parabolic is copper. And the reason is that it is, at least as it stands today, the most useful, cheap, amenable, conductive material that we have. That material manifests in everything from our datacenters, to our chips, to our weapons systems, it's just everywhere. And right now, we are on a path, by 2040, where we will be short about 70% of the global supply at current course and speed. So I will pick copper.”

The All-In Podcast

247,786 просмотров • 3 месяцев назад

Elon Musk closed Tesla’s earnings call with a most exciting message: “We’re super excited about our autonomy and robotics roadmap. There is so much awesome stuff coming that it is difficult to squeeze everything into an earnings call We will have a lot of product announcements This is going to be a great year for Tesla....one of our best years ever and I think next year will be even better. I want to thank the Tesla team for their excellent execution and all of our supporters for joining us on this journey” Tesla is entering one of the most ambitious chapters in its history Robotaxi, Optimus, AI compute, new chips and major product announcements are all moving forward at the same time
0:33

Elon Musk closed Tesla’s earnings call with a most exciting message: “We’re super excited about our autonomy and robotics roadmap. There is so much awesome stuff coming that it is difficult to squeeze everything into an earnings call We will have a lot of product announcements This is going to be a great year for Tesla....one of our best years ever and I think next year will be even better. I want to thank the Tesla team for their excellent execution and all of our supporters for joining us on this journey” Tesla is entering one of the most ambitious chapters in its history Robotaxi, Optimus, AI compute, new chips and major product announcements are all moving forward at the same time

X Freeze

85,932 просмотров • 21 дней назад

David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”
1:33

David Friedberg: Michael Burry’s Datacenter Math is Wrong “I actually think Michael Burberry's got this wrong.” “What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x, which cuts the operating costs in half when they report it in earnings. And so it's making their earnings inflate.” “So he's claiming they're cooking the books. Google first made this change in Q1 of 2021, where they said the servers are now going from 3 to 4 years. Separately in 2021, Google took networking equipment from 3 to 5 years. And then in 2023, they took it from 5 to 6 years.” “And so this is a result of this effort where they went in and did an analysis. So what happened?” “What happened in the data centers is that the data centers transitioned from being primarily data storage and data transfer systems, where you would use hard drives and RAM and memory to store data and then transmit it back out, to being data processing centers because of the AI boom.” “So as AI became more important in the data center, more of the dollars that are going into data centers were allocated towards chips from data storage, which initially was hard drives.” “And then suddenly, when you put these processors in to process the data to do AI, the majority of the spend and the majority of the energy is going towards the processors.” “I made some calls and I checked around with some other friends, and everyone says the same thing: that these 7-8 year old TPUs and GPUs that are sitting in the data centers are still being used and they're being used at 100% utilization.” “So that actually justifies and validates the depreciation schedule being much longer versus shorter.”

The All-In Podcast

304,297 просмотров • 8 месяцев назад