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Some of you will be old enough to remember this. Defragging - and it actually did serve a purpose. It was essential for optimizing slow, mechanical hard drives by rearranging scattered data into contiguous blocks. By doing so increased data load times (since the physical head of the hard...

536,970 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.”

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Travis Kelce says getting kicked off the Cincinnati football team forced him to build better habits and structure into his life “I was extremely fortunate. It wasn’t just my mother and my father. It was all the parents in the community that I grew up in that I felt like I had embarrassed too, the people that really helped me and supported me growing up.” “So many people vouched for me in that situation. My brother being one of them. They told me I had guidelines that I had to go through. What it did is it created routine and structure in my life that I hadn’t taken serious up until that point.” “Once I found that routine, I began to use that in every aspect of my life. I started using it when I watched film. I started using routine when I lifted weights or when I was training. It programmed my mind to find, ‘How can I get better as a person in all these little aspects of life?’” “My barber growing up told me to go look up Carnegie Mellon’s The Last Lecture. It was a beautiful story about how he figured out what mattered to him. It’s not how you achieve your dreams. It’s how you lead your life in the direction and the routine that you set, and how focused you are on the little things. That’s how you achieve everything.” “You don’t focus on the big goal at the end and have all this hope and desire. All that’s good. Everybody has that. But it’s the ones that strategically put it in place every single day.” “When I started to really get into that routine, man, I just took off. Football became so much more fun because I was having so much more success. I wasn’t just banking on my athleticism. I was using my mind to open up things and do things on the football field that I had never been able to do.”

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BREAKING IN WASHINGTON: Dr. Fauci tells Congress he had to contradict President Trump on the podium because he felt it was his responsibility to tell the American people the truth, to tell them about what science actually said. He was responding to a leading question by Democratic Congressman Jared Moskowitz (Jared Moskowitz). WATCH Question: Dr. Fauci, you talked about how we live in partisan times. A lot of misinformation and colleagues on this body said you should be charged and found guilty. Of course, the only one that's happened to is your former boss. But the question I have is when you saw a lot of that disinformation, whether it was we can use a disinfectant to do like a cleaning or do light in the body, or that China is working super hard, President Xi's got it contained. All of this stuff that was being put out, were you concerned? What was your feeling at that time working in the administration, seeing that come from the podium? Answer: Well, I was very frustrated by that. It was very clear I was put in a very difficult position that I didn't like of having to contradict publicly the president of the United States. I took no great pleasure in that, but I felt it was my responsibility to preserve. Question: He must have thought you did a great job. He gave you a commendation right before he left. Answer: Well, I felt it was my responsibility, you know, as to preserve my own personal integrity and my major responsibility to the American public to tell them the truth. And if I could just take this opportunity. When I was saying that if you attack me, you attack science, I didn't mean that I am science. What I meant was that when the data show that hydroxychloroquine does not work and there are people saying, oh, it does, I'll give it to people, and we know it can be hurtful to them, then when you're attacking what I'm saying, that the science shows it doesn't work and the science shows that bleach doesn't work, that when you attack that you really are attacking science because science has shown that it doesn't work. That's what I meant when you attack me, you're attacking science. Response: Thank you, doctor. Thank you, mister chairman. I yield back, time's expired. Now recognize Mister Jordan from...

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2,818,632 görüntüleme • 2 yıl önce