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Take heed and do this as soon as possible. It's becoming more & more difficult to buy storage and extra hard drives and 5 terabyte flash drives. A Best Buy worker said that a lot of corporations are buying them in bulk to back up their data. 👀 Preserve... show more

!Nspirenaire〽️

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188,660 次观看 • 5 个月前 •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.”

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 次观看 • 9 个月前

Controversial take … but if you’re young and have lots of time to make up for taking risk, I think the best strategy is to accumulate as much debt as possible and buy BTC and hold it for as long as possible. Where’s the hole in this logic?

Controversial take … but if you’re young and have lots of time to make up for taking risk, I think the best strategy is to accumulate as much debt as possible and buy BTC and hold it for as long as possible. Where’s the hole in this logic?

Brad Mills 🔑⚡️

88,670 次观看 • 1 年前

$WDC CEO says storage demand and requirement compound and grow whether AI runs on US frontier models or cheaper open-source ones. "Whether it's the traditional frontier models that you've seen in the U.S. that are premium-based, or some of the new open-source, more economical models, the underlying requirement is still that they're going to require a lot of data to support the training of these models." "These models are going to generate a lot more data that requires storage for us." "So we view it as very positive, because even as compute maybe drives greater efficiency in terms of compute and memory resources, the requirement for storage is just going to compound and grow." "So we view it very positively for demand going forward."

$WDC CEO says storage demand and requirement compound and grow whether AI runs on US frontier models or cheaper open-source ones. "Whether it's the traditional frontier models that you've seen in the U.S. that are premium-based, or some of the new open-source, more economical models, the underlying requirement is still that they're going to require a lot of data to support the training of these models." "These models are going to generate a lot more data that requires storage for us." "So we view it as very positive, because even as compute maybe drives greater efficiency in terms of compute and memory resources, the requirement for storage is just going to compound and grow." "So we view it very positively for demand going forward."

Fireside Alpha

11,921 次观看 • 12 天前

This is Bob and he has some advice from all his years of experience. This is what not to buy according to Bob. Don’t buy an RV, don’t buy a boat, don’t buy a motorcycle and don’t buy a hot tub. He says they are a waste of money, a lot of upkeep, you never use them as much as you think you will and they have a terrible resale value and depreciate. A lot of people said Bob has had his fun and now he wants to spoil the fun for others. 😂 Many others said they appreciated him sharing his experience and agreed with him. He said if you can’t eat it then you don’t need it. 😂 So in essence, don’t be like Bob. Agree or disagree- I love the way Bob tells a story. 💯 I’ve had a boat, I’ve had a motorcycle, I’ve had a hot tub and I can confirm that I didn’t use them as much as I thought I would and always had issues with them. What do you think? Do you think Bob is spot on or do you think he’s full of it?

This is Bob and he has some advice from all his years of experience. This is what not to buy according to Bob. Don’t buy an RV, don’t buy a boat, don’t buy a motorcycle and don’t buy a hot tub. He says they are a waste of money, a lot of upkeep, you never use them as much as you think you will and they have a terrible resale value and depreciate. A lot of people said Bob has had his fun and now he wants to spoil the fun for others. 😂 Many others said they appreciated him sharing his experience and agreed with him. He said if you can’t eat it then you don’t need it. 😂 So in essence, don’t be like Bob. Agree or disagree- I love the way Bob tells a story. 💯 I’ve had a boat, I’ve had a motorcycle, I’ve had a hot tub and I can confirm that I didn’t use them as much as I thought I would and always had issues with them. What do you think? Do you think Bob is spot on or do you think he’s full of it?

👉M-Û-R-Č-H👈

379,836 次观看 • 3 个月前

To me, Thrive's Carvana story is one of the most impressive investments I've heard about. It's one thing to win a competitive venture deal and then the company rips and you double down as consensus builds...not taking anything away from that, it's great. Definitely a little impressive. But to buy a public stock on the way down because of hard earned conviction, and then when it continues to tank and you buy more because of you re-underwrite your thesis, and then hold until it ends up hugely in the green. I think very few people in our world can do that.

To me, Thrive's Carvana story is one of the most impressive investments I've heard about. It's one thing to win a competitive venture deal and then the company rips and you double down as consensus builds...not taking anything away from that, it's great. Definitely a little impressive. But to buy a public stock on the way down because of hard earned conviction, and then when it continues to tank and you buy more because of you re-underwrite your thesis, and then hold until it ends up hugely in the green. I think very few people in our world can do that.

Jack Altman

107,487 次观看 • 10 个月前

[Q]: Mr. Orbán has requested an exemption as it relates to oil that is coming from Russia. Is that something that you are prepared to do? President Trump: We're looking at it because it's very difficult for him to get the oil and gas from other areas. As you know, they don't have the advantage of having sea. It's a great country. It's a big country, but they don't have sea. They don't have the ports. And so they have a difficult problem. But when you look at what's happened with Europe, many of those countries, they don't have those problems. And they buy a lot of oil and gas from Russia. And as they know, I'm very disturbed by that because we're helping them and they're going and buying oil and gas from Russia. So that question could be really asked maybe more accurately if you talked about many European countries, not Hungary necessarily, because Hungary is in a different position. But many European countries are buying oil and gas from Russia. And they have been for years.

[Q]: Mr. Orbán has requested an exemption as it relates to oil that is coming from Russia. Is that something that you are prepared to do? President Trump: We're looking at it because it's very difficult for him to get the oil and gas from other areas. As you know, they don't have the advantage of having sea. It's a great country. It's a big country, but they don't have sea. They don't have the ports. And so they have a difficult problem. But when you look at what's happened with Europe, many of those countries, they don't have those problems. And they buy a lot of oil and gas from Russia. And as they know, I'm very disturbed by that because we're helping them and they're going and buying oil and gas from Russia. So that question could be really asked maybe more accurately if you talked about many European countries, not Hungary necessarily, because Hungary is in a different position. But many European countries are buying oil and gas from Russia. And they have been for years.

Anton Gerashchenko

211,377 次观看 • 9 个月前

JD Vance “Do we want to go back to the failed policies of the Biden-Harris administration? No, we don't” JD Vance says Americans should be able to buy everything they need for their family and have enough money to take vocations “We're fighting better for you every single day. We want you to have enough prosperity to, yes, buy the things that you need, to, yes, buy those medications and put food on the table, but maybe to take a little vacation. Because if you work hard every single day, you ought to be able to enjoy the fruits of your labor. Maybe you want to buy something extra for your kids. Maybe you want to do something that you couldn't do when you were a kid, because that is the promise of the American dream, that we leave the next generation a little bit better off than the generation that came before What we had under the Biden-Harris administration is lower wages, we had higher prices, we had more people struggling to get by, and more people who gave up on the essentials instead of buying the things that they needed to buy. — Let's keep doubling down on American prosperity. Let's keep doubling down on the American worker. And let's tell— the rest of the crazy congressional Democrats that we are not going back. We are going forward to a brighter future for every single one of our citizens.”

JD Vance “Do we want to go back to the failed policies of the Biden-Harris administration? No, we don't” JD Vance says Americans should be able to buy everything they need for their family and have enough money to take vocations “We're fighting better for you every single day. We want you to have enough prosperity to, yes, buy the things that you need, to, yes, buy those medications and put food on the table, but maybe to take a little vacation. Because if you work hard every single day, you ought to be able to enjoy the fruits of your labor. Maybe you want to buy something extra for your kids. Maybe you want to do something that you couldn't do when you were a kid, because that is the promise of the American dream, that we leave the next generation a little bit better off than the generation that came before What we had under the Biden-Harris administration is lower wages, we had higher prices, we had more people struggling to get by, and more people who gave up on the essentials instead of buying the things that they needed to buy. — Let's keep doubling down on American prosperity. Let's keep doubling down on the American worker. And let's tell— the rest of the crazy congressional Democrats that we are not going back. We are going forward to a brighter future for every single one of our citizens.”

Wall Street Apes

20,566 次观看 • 6 个月前

"Why would I spend my Bitcoin? It's your one chance to save generational wealth." You'll often hear that from Bitcoiners in the Western world. But in 🇿🇦, we have a different relationship with money. "When you do start spending Bitcoin, you buy more Bitcoin so you can spend it as well, then you end up saving more as well. So you actually end up in a better position," says BTCarel 🟠⚡️🇿🇦 from Money⚡️Badger. It's even more powerful in Bitcoin circular economies, as Hermann Vivier from Bitcoin Ekasi explains. "What we're trying to do is to get Bitcoin to flow within the local community. It's not about how many merchants you onboard. It's about what happens to the sats that you spend," Vivier explains. "It's not about going out and onboarding shops. It's about onboarding one shop and then playing detective and finding out what they are doing with the sats that they are receiving." "You want to try and circulate the sats in the local community. You don't want those sats to leave the local community as far as possible. And with the effect being that when people are spending sats in our local circular economy, the value stays within the community." This was one of my favourite Bitcoin-focused #CHAINREACTION shows to date. Thanks again to vryfokkenou Stafford Masie Carel de Jager for joining Robert Baggs and I. You can find the full conversation on Cointelegraph in the comments 👇

"Why would I spend my Bitcoin? It's your one chance to save generational wealth." You'll often hear that from Bitcoiners in the Western world. But in 🇿🇦, we have a different relationship with money. "When you do start spending Bitcoin, you buy more Bitcoin so you can spend it as well, then you end up saving more as well. So you actually end up in a better position," says BTCarel 🟠⚡️🇿🇦 from Money⚡️Badger. It's even more powerful in Bitcoin circular economies, as Hermann Vivier from Bitcoin Ekasi explains. "What we're trying to do is to get Bitcoin to flow within the local community. It's not about how many merchants you onboard. It's about what happens to the sats that you spend," Vivier explains. "It's not about going out and onboarding shops. It's about onboarding one shop and then playing detective and finding out what they are doing with the sats that they are receiving." "You want to try and circulate the sats in the local community. You don't want those sats to leave the local community as far as possible. And with the effect being that when people are spending sats in our local circular economy, the value stays within the community." This was one of my favourite Bitcoin-focused #CHAINREACTION shows to date. Thanks again to vryfokkenou Stafford Masie Carel de Jager for joining Robert Baggs and I. You can find the full conversation on Cointelegraph in the comments 👇

Gareth Jenkinson

45,508 次观看 • 10 个月前

BREAKING: President Trump again calls on Senate Republicans to terminate the filibuster to pass the SAVE America Act, warning of what Democrats would do if they take back power in Congress: "Mike Johnson and Congress have done a great job, but we're having a hard time in the Senate... what they're doing it's just — it's just not right." "It's like the Senate is a place that you send things when you want them to die." "They should terminate the filibuster and approve everything because the Democrats are going to do it. The Democrats are going to terminate the filibuster as soon as they have a chance." "Then they're going to approve Puerto Rico and DC as a state. They got four more senators. They're going to end up with 12 more congressmen. They're going to get a like 40 electoral votes."

BREAKING: President Trump again calls on Senate Republicans to terminate the filibuster to pass the SAVE America Act, warning of what Democrats would do if they take back power in Congress: "Mike Johnson and Congress have done a great job, but we're having a hard time in the Senate... what they're doing it's just — it's just not right." "It's like the Senate is a place that you send things when you want them to die." "They should terminate the filibuster and approve everything because the Democrats are going to do it. The Democrats are going to terminate the filibuster as soon as they have a chance." "Then they're going to approve Puerto Rico and DC as a state. They got four more senators. They're going to end up with 12 more congressmen. They're going to get a like 40 electoral votes."

Fox News

1,562,330 次观看 • 26 天前

Secunder Kermani talks to Israeli settler Ariel #C4News SK, "The idea of you coming here from America to here, settling in Gaza, kicking Palestinians out. A lot of people would see that as settler colonialism" Ariel, "It's not colonialism, it's a return.. My grandparents were kicked out of Israel by Arabs who were trying to establish a Palestinian state, and they had to leave for their survival" "And I think colonialism gets a bad rap" "Colonising places that are genocidal and they have bad ideologies, it's good to come in and colonise their views" SK, "What do you think should happen to the people who are already in Gaza?" Ariel, "I know Spain said they would take a couple of million.. I know Russia said they would take a couple of thousand" SK, "To a lot of people that sounds like you're advocating ethnic cleansing" Ariel, "I don't think so because Palestinian isn't an ethnicity, it's an ideology.. It's an ideology that says it wants Jews dead, and so we want them as far away from Jews as possible"

Secunder Kermani talks to Israeli settler Ariel #C4News SK, "The idea of you coming here from America to here, settling in Gaza, kicking Palestinians out. A lot of people would see that as settler colonialism" Ariel, "It's not colonialism, it's a return.. My grandparents were kicked out of Israel by Arabs who were trying to establish a Palestinian state, and they had to leave for their survival" "And I think colonialism gets a bad rap" "Colonising places that are genocidal and they have bad ideologies, it's good to come in and colonise their views" SK, "What do you think should happen to the people who are already in Gaza?" Ariel, "I know Spain said they would take a couple of million.. I know Russia said they would take a couple of thousand" SK, "To a lot of people that sounds like you're advocating ethnic cleansing" Ariel, "I don't think so because Palestinian isn't an ethnicity, it's an ideology.. It's an ideology that says it wants Jews dead, and so we want them as far away from Jews as possible"

Farrukh

78,565 次观看 • 2 年前

"If you have ambitions to be a Professor at Yale, Harvard, or one of these big institutions, the way you do that is mostly by getting funding for research. It's by getting a lot of publishing - a lot flying around the world to talk about something. You need all of these things to bolster your reputation as an international expert in this area. Now, the best way to do that, at least in psychiatry but I suspect in other areas of medicine, is actually to collaborate with pharmaceutical companies to run clinical trials. They write the publications for you - most of it, they do a lot of the grunt work, they give you the protocols, and then, essentially, they fund you and fly you around the place. I used to remember, as a junior doctor, looking up to the Professors. And they would say, 'These drugs are safe and effective. There's not a lot of problems there.' ...What I've seen more and more is that they've been compromised, and that they have incentives tied to the money and to career advancement. That means that they can't be as forthright as they ought to be about these things. And it's gotten to a problem where these are the Professors who are training the doctors who are setting the tone for what is acceptable care out there. And I think that's one of the biggest problems out there." - @taperclinic

"If you have ambitions to be a Professor at Yale, Harvard, or one of these big institutions, the way you do that is mostly by getting funding for research. It's by getting a lot of publishing - a lot flying around the world to talk about something. You need all of these things to bolster your reputation as an international expert in this area. Now, the best way to do that, at least in psychiatry but I suspect in other areas of medicine, is actually to collaborate with pharmaceutical companies to run clinical trials. They write the publications for you - most of it, they do a lot of the grunt work, they give you the protocols, and then, essentially, they fund you and fly you around the place. I used to remember, as a junior doctor, looking up to the Professors. And they would say, 'These drugs are safe and effective. There's not a lot of problems there.' ...What I've seen more and more is that they've been compromised, and that they have incentives tied to the money and to career advancement. That means that they can't be as forthright as they ought to be about these things. And it's gotten to a problem where these are the Professors who are training the doctors who are setting the tone for what is acceptable care out there. And I think that's one of the biggest problems out there." - @taperclinic

Jan Jekielek

43,499 次观看 • 1 年前

"now that i know the feeling of what it's like to win a f1 race, i just want to repeat that feeling as much as possible. and on top of that, the ultimate dream, to become a world champion with ferrari is what drives me" ❤️

"now that i know the feeling of what it's like to win a f1 race, i just want to repeat that feeling as much as possible. and on top of that, the ultimate dream, to become a world champion with ferrari is what drives me" ❤️

clara

12,503 次观看 • 7 天前

"We are always trying to fight to get the standard and to get people to buy into the standard. We never talk about winning. It's about being the best you can be. It's about being a champion. And, it's about all the things you need to do to do that."

"We are always trying to fight to get the standard and to get people to buy into the standard. We never talk about winning. It's about being the best you can be. It's about being a champion. And, it's about all the things you need to do to do that."

The Winning Difference

10,797 次观看 • 8 个月前

Reporter: Are you still considering a national emergency over housing? Trump: I’m looking at it… I want to take care of the people that have houses that have a value, you know, to the house that they never thought possible that have sort of made them wealthy and happy, and, you know, especially in their later years, got to be careful with that. I want to keep them up. At the same time, I want to make it possible for people to go buy houses.

Reporter: Are you still considering a national emergency over housing? Trump: I’m looking at it… I want to take care of the people that have houses that have a value, you know, to the house that they never thought possible that have sort of made them wealthy and happy, and, you know, especially in their later years, got to be careful with that. I want to keep them up. At the same time, I want to make it possible for people to go buy houses.

Acyn

117,778 次观看 • 8 个月前

President Kagame on sports shaping countries’ economies in the future: It's not just the future. When you talk about, for example, the arena, the stadium, it's already happening. People are taking notice of that and counting and knowing that it has employed so many, it has brought in so much. And that interaction around people here and beyond, with the rest of the world, speaks volumes in terms of value. So it has already brought in a lot. And it's a question of growing that. And we also know that statistics show that even across Africa, in terms of sports, it's running into billions as to what sports can bring to the continent, tens of billions. I think what we do as leaders at different levels is to encourage people to be part of realizing that story and reaping the benefits. And it's happening. So it's no longer something you just listen to and think it is for others and not for you. Now people believe, they start by believing. And when they start by believing and see things happening, then they believe even more and get more involved. And, I mean, the sky is the limit.

President Kagame on sports shaping countries’ economies in the future: It's not just the future. When you talk about, for example, the arena, the stadium, it's already happening. People are taking notice of that and counting and knowing that it has employed so many, it has brought in so much. And that interaction around people here and beyond, with the rest of the world, speaks volumes in terms of value. So it has already brought in a lot. And it's a question of growing that. And we also know that statistics show that even across Africa, in terms of sports, it's running into billions as to what sports can bring to the continent, tens of billions. I think what we do as leaders at different levels is to encourage people to be part of realizing that story and reaping the benefits. And it's happening. So it's no longer something you just listen to and think it is for others and not for you. Now people believe, they start by believing. And when they start by believing and see things happening, then they believe even more and get more involved. And, I mean, the sky is the limit.

Presidency | Rwanda

68,782 次观看 • 1 年前

New Song called Jersey, You're Worth Saving If you are here, and love this state like I do, it is worth saving from the insanity, just takes enough of us to fight back and wake people up to make a difference Took a lot of tries to get this to sound right, always strive to make these as good as I can, they take days and sometimes weeks to make, it's a little hobby that I enjoy and hopefully you do too

New Song called Jersey, You're Worth Saving If you are here, and love this state like I do, it is worth saving from the insanity, just takes enough of us to fight back and wake people up to make a difference Took a lot of tries to get this to sound right, always strive to make these as good as I can, they take days and sometimes weeks to make, it's a little hobby that I enjoy and hopefully you do too

Wake Up NJ 🇺🇸 New Jersey

13,583 次观看 • 22 天前

🚨 IT'S OFFICIAL: Marco Rubio and President Trump are looking for CUBA to fall soon "The people in charge of the apparatus of government there are both incompetent and unable to solve these problems." "So I think Cuba is in need of two things, economic reforms and political reform. You cannot fix their economy if you don't change their system of government." "But they're in a lot of trouble. There's no doubt about it. And you know, we'll have more news on that fairly soon. We're working on that as well." 🇺🇸🇨🇺

🚨 IT'S OFFICIAL: Marco Rubio and President Trump are looking for CUBA to fall soon "The people in charge of the apparatus of government there are both incompetent and unable to solve these problems." "So I think Cuba is in need of two things, economic reforms and political reform. You cannot fix their economy if you don't change their system of government." "But they're in a lot of trouble. There's no doubt about it. And you know, we'll have more news on that fairly soon. We're working on that as well." 🇺🇸🇨🇺

Eric Daugherty

66,325 次观看 • 4 个月前

President Trump just VERY clearly laid out hoe Democrats' weak-on-crime policies make EVERY New Yorker suffer "You go into a drugstore, you buy something, you buy a toothbrush, you buy some toothpaste. Now you have to open up glass." "Every shelf has glass on it, and it's got a lock and a key." "And that's because NOTHING happens to these criminals. Nothing happens to them." "It's not like that in other places. It's like that in other blue states, but it's not like that in Republican states, I can tell you that."

President Trump just VERY clearly laid out hoe Democrats' weak-on-crime policies make EVERY New Yorker suffer "You go into a drugstore, you buy something, you buy a toothbrush, you buy some toothpaste. Now you have to open up glass." "Every shelf has glass on it, and it's got a lock and a key." "And that's because NOTHING happens to these criminals. Nothing happens to them." "It's not like that in other places. It's like that in other blue states, but it's not like that in Republican states, I can tell you that."

Nick Sortor

74,081 次观看 • 3 天前