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"It just doesn't compute. And I think when things like this don't compute, it means that there is going to be a very fast reconciliation at some point, which is the Omega Candle and a fast run to $1 million [bitcoin]." - Samson Mow, CEO of JAN3

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🔥 BTC PREDICTION: Samson Mow (Samson Mow CEO of JAN3) argues that $1 million BTC is still possible and warns that time is running out to buy bitcoin at low prices. Thanks OwlTing Group (NASDAQ: OWLS) 👋 for being a sponsor of CoinDesk media network.

🔥 BTC PREDICTION: Samson Mow (Samson Mow CEO of JAN3) argues that $1 million BTC is still possible and warns that time is running out to buy bitcoin at low prices. Thanks OwlTing Group (NASDAQ: OWLS) 👋 for being a sponsor of CoinDesk media network.

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🚨 JUST IN: Samson Mow says time is running out to buy Bitcoin at low prices "Once we get to $500k Bitcoin, the world is going to wake up and join the race. That's when Bitcoin goes to $1 million and beyond very quickly." (CoinDesk Media)

🚨 JUST IN: Samson Mow says time is running out to buy Bitcoin at low prices "Once we get to $500k Bitcoin, the world is going to wake up and join the race. That's when Bitcoin goes to $1 million and beyond very quickly." (CoinDesk Media)

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.Shaun Maguire says SpaceX's data center deal with Google may suggest there is something fundamentally different about the company's terrestrial compute. "I think a lot of people were surprised by the Anthropic and Google announcements. And I think a lot of people are getting the wrong takeaway there." "The way a lot of people are interpreting that is it's like, 'oh, we're just in this temporary compute shortage. And so anyone's willing to work with anyone, and they're willing to pay any price for compute.'" "I think that might be a reasonable way to look at the Anthropic announcement. I don't think that makes sense for looking at the Google announcement." "To me, I think an alternative hypothesis is that SpaceX's terrestrial compute is not actually a commodity. There's something that's better about it than other people's terrestrial compute."

.Shaun Maguire says SpaceX's data center deal with Google may suggest there is something fundamentally different about the company's terrestrial compute. "I think a lot of people were surprised by the Anthropic and Google announcements. And I think a lot of people are getting the wrong takeaway there." "The way a lot of people are interpreting that is it's like, 'oh, we're just in this temporary compute shortage. And so anyone's willing to work with anyone, and they're willing to pay any price for compute.'" "I think that might be a reasonable way to look at the Anthropic announcement. I don't think that makes sense for looking at the Google announcement." "To me, I think an alternative hypothesis is that SpaceX's terrestrial compute is not actually a commodity. There's something that's better about it than other people's terrestrial compute."

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SAMSON MOW: “it’s not gonna be a gradual slow increase to $1 million a #Bitcoin, but rather a very short and violent upheaval that sends us there in a matter of weeks to months.” 🚀

SAMSON MOW: “it’s not gonna be a gradual slow increase to $1 million a #Bitcoin, but rather a very short and violent upheaval that sends us there in a matter of weeks to months.” 🚀

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SAMSON MOW: “it’s not gonna be a gradual slow increase to $1 million a #Bitcoin, but rather a very short and violent upheaval that sends us there in a matter of weeks to months.” 🚀

SAMSON MOW: “it’s not gonna be a gradual slow increase to $1 million a #Bitcoin, but rather a very short and violent upheaval that sends us there in a matter of weeks to months.” 🚀

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Howard Marks: "AI will change the world, but this doesn't mean there won't be a bubble." This is why I invest exclusively in picks & shovels when it comes to AI. There'll likely be overbuilding, which means picks & shovels will make a lot of money: Compute and energy.

Howard Marks: "AI will change the world, but this doesn't mean there won't be a bubble." This is why I invest exclusively in picks & shovels when it comes to AI. There'll likely be overbuilding, which means picks & shovels will make a lot of money: Compute and energy.

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Jacob talks about making deliberate choices with his shoots: ‘Another trick that I learned years ago is that I don't shoot very much, so nobody can cut my show the way I don't want them to cut it. There's no excess. "Is there a close up?" and I'm like, "No." And so, I do a lot of that, and it's very deliberate. I mean, the thing about the show when you talk about the money and the resources, the reason that it is stretched to a point, is that we shot, I think, 57 locations in 34 days? So to keep the scope of the show the way we wanted, we had to move fast, and we had to get things done. And so that means there's going to be some one-ers, there's going to be some things, and instead of you seeing that as a limitation, you have to view that as like, “This is a fun opportunity to do something interesting.” We shot that cottage in two days. We had two days to do it, and so it was like, “Okay, here we are doing it.” And we finished early. 🗣️ CSA Presents: Focal Point, May 31, 2026. ▶️ ✍🏼 transcription by Heated Rivalry News

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MATS anpaure warns no international AI slowdown treaty is possible without compute verification: "It's pretty trivial to convince yourself that there is no way to make any kind of slowdown treaty or agreement if you do not commit to this kind of compute verification thing." "Unless we're in the weird universe where some researcher at some point finds that, oh, actually RSI doesn't need that much compute. This goes against the whole bitter lesson thing, and we find an architecture which is 10,000x more efficient, and it's just top secret." "That could turn the tides, but I think it's very unlikely." MATS Research

MATS anpaure warns no international AI slowdown treaty is possible without compute verification: "It's pretty trivial to convince yourself that there is no way to make any kind of slowdown treaty or agreement if you do not commit to this kind of compute verification thing." "Unless we're in the weird universe where some researcher at some point finds that, oh, actually RSI doesn't need that much compute. This goes against the whole bitter lesson thing, and we find an architecture which is 10,000x more efficient, and it's just top secret." "That could turn the tides, but I think it's very unlikely." MATS Research

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Chris Haynes on Giannis future with the Bucks and believes he could be moved at some point: "When the losses keep compiling, Giannis is going to have to keep fielding these questions. Thats why its getting to a point he is tired of hearing it. The Bucks have to make a decision. Do you waste a players talent when you know what that player desire is and what you promised him? I don't think this will go away anytime soon. I think he could be moved at some point. Which point? That i don't know. This team is not good. They have to make a miraculous turn around."

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"I think there is an idea that this is a poorly run team and a terrible situation, which is just patently untrue... I don't think there is an unluckier team in all of basketball when it comes to transactions." via Sam Quinn on the Third Apron Podcast by Yossi Gozlan

"I think there is an idea that this is a poorly run team and a terrible situation, which is just patently untrue... I don't think there is an unluckier team in all of basketball when it comes to transactions." via Sam Quinn on the Third Apron Podcast by Yossi Gozlan

NetsKingdom 👑🗽

47,781 Aufrufe • vor 17 Tagen

Sam Altman reveals his concern that the industry's compute frenzy is showing its first signs of unsustainable silliness "I'm not worried about our compute buildout plans. I am worried about the world's compute buildout plans." "I think we are going to be able to use all of the compute very profitably that we are planning to build." "But I am seeing the first signs of what feels to me like unsustainable silliness, of random new Neocloud popping up, people claiming that they're going to build gigantic amounts of compute next year that I think they don't have the revenue to support or a buyer." "I definitely feel some fear about what the world is doing as a whole, although we feel very good about what we've committed to."

Sam Altman reveals his concern that the industry's compute frenzy is showing its first signs of unsustainable silliness "I'm not worried about our compute buildout plans. I am worried about the world's compute buildout plans." "I think we are going to be able to use all of the compute very profitably that we are planning to build." "But I am seeing the first signs of what feels to me like unsustainable silliness, of random new Neocloud popping up, people claiming that they're going to build gigantic amounts of compute next year that I think they don't have the revenue to support or a buyer." "I definitely feel some fear about what the world is doing as a whole, although we feel very good about what we've committed to."

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Alan Ritchson Says the Next Fast & Furious Movie Is Happening: "It's Just a Matter of Solving Some Big Problems" Josh Horowitz: What the hell is going on with Fast X, Fast 11, and the next Fast & Furious movie? Alan Ritchson: I know a lot because I'm part of those conversations. The biggest challenge is that these movies are incredibly expensive to make, and the current approach isn't the most efficient anymore. The challenge is finding a way to keep delivering the massive scale fans expect while showing more restraint and managing the budget. That's a difficult balance, and everyone is trying to figure it out. I do think there's going to be another Fast & Furious movie, and I think it's going to be great. "It's just a matter of solving some big problems" before it can happen.

Alan Ritchson Says the Next Fast & Furious Movie Is Happening: "It's Just a Matter of Solving Some Big Problems" Josh Horowitz: What the hell is going on with Fast X, Fast 11, and the next Fast & Furious movie? Alan Ritchson: I know a lot because I'm part of those conversations. The biggest challenge is that these movies are incredibly expensive to make, and the current approach isn't the most efficient anymore. The challenge is finding a way to keep delivering the massive scale fans expect while showing more restraint and managing the budget. That's a difficult balance, and everyone is trying to figure it out. I do think there's going to be another Fast & Furious movie, and I think it's going to be great. "It's just a matter of solving some big problems" before it can happen.

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