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James Vowles back at LVGP explaining understanding data and having engineering competence is now a fundamental part of being fast in F1, and giving an example of how Carlos excels at it ✨ “In the case of what we are talking about there, it’s, Carlos was back with our...

59,781 görüntüleme • 6 ay önce •via X (Twitter)

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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 görüntüleme • 7 ay önce

Longtime CNN correspondent Nic Robertson becomes emotional describing the blood-stained scene in Re'im, the site of the music festival where Hamas terrorists murdered hundreds, took people hostage, and raped women. "[W]e saw the line of cars and how they were shot up and how they were strewn across the road as people were trying to — trying escape and trying to save their lives and drive away. And — and next to that was one of those rocket shelters. There’s one just here, but there was one just there. And I went to have a look, and there were torn-up shoes outside and I could see bloodstains. And as I — as I went inside and this is why I wanted to speak it now because it — you know, being there, I'm trying to be professional and I’m trying to tell a story and bear witness to the barbarity and the callous, cruel, cold-blooded killing that Hamas was — was ripping on those poor, innocent young people. But that — listening to that conversation you were having there with John Kirby, it puts me at mind to explain physically what we saw. So, let me explain because the smell when you step into a shelter is kind of what hits you first. And you realize that this stuff on the floor is what you fear it is. It — it — it’s — it’s blood and you realize in an instant looking at the strewn shell casings on the floor, looking at the bullet holes in the concrete in front of you and you’re sort of — you can understand what happened that people were used to going to these shelters for safety and security from Hamas rockets and when Hamas was chasing them, they were hoping there was safety and security in these concrete bunkers. And, of course, there wasn't because we — we could see what happened. Hamas had gone in there with guns and — and quite literally shot them — this is a deployment of military hardware going by. I'm going to pause. Had — had quite literally shot them in calculated, cold blood as they were cowering there on the floor and the blood’s on the wall and the blood’s on the ceiling and the bullet holes are in the concrete wall. And you — you know in that instant how horrible and how terrible it was. And your conversation brought that back."

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Border Czar Tom Homan SLAPS AROUND Chris Cuomo over claims about ICE detention standards. Cuomo tried to argue “the data is bad” and point to more complaints and deaths, but Homan was having NONE of it. HOMAN: “Well Chris, you can’t just look at raw data and make a finding based on raw data!” “I’m telling you, look at the death and what caused that death, first of all!” “A lot of it is not found during a medical review.” “Second of all, look at the rate of detention has doubled. So when he got double the population, and let’s say 1% gets sick, you double up population, you can pretty much count on 2% getting sick now, right?” “I mean, it’s just a matter of circumstance. And and lot of these complaints are stone-cold LIES!” “I sat up on the hill negotiating the opening of the Department of Homeland Security. I sat there and heard stories, well you need to put the sensible location policy back so you don’t keep arresting people in schools, you don’t keep arresting people in hospitals, you don’t keep arresting people at churches.” “And I told them, I challenged them...you give me ONE example where we arrested anybody inside a church or anybody inside of a hospital or anybody inside elementary school.” “YOU GIVE ME ONE EXAMPLE and they COULDN’T!” “There’s a huge effort to put out false information about ICE because they think it’s going help them with the midterms.” “The bottom line, this is this is just political warfare!”

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49,967 görüntüleme • 20 gün önce

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50,354 görüntüleme • 29 gün önce