Nvidia’s new financial strategy does not compute
… In the discussion about chip depreciation, short seller Michael Burry has suggested that two to three years is the appropriate depreciation cycle for chips. …
… In the discussion about chip depreciation, short seller Michael Burry has suggested that two to three years is the appropriate depreciation cycle for chips. …
… Media: https://www.instagram.com/reel/DZXp12HDXdN/?igsh=MWVhcmZ6MG00YnE0aQ%3D%3D Suleyman adds that “we do not want to have to contend with a super-intelligence that has ideas about its own suffering, or ideas about its own feeling.” Claude’s constitution directly references Anthropic’s uncertainty… …
… In fact, he expects sales to pick up in light of the deep discounts — up to $25,000 off — on Polestar 3 and Polestar 4 models that were recently announced. …
… You may recall earlier this week I noted the market had gotten particularly nervous about AI risk; as it turns out, we have discovered one firm that was swimming without a bathing suit. …
… Brands, on the other hand, are cramming in keywords, using exact names, and discussing products in a positive light. “The main advantage that we have as people who are trying to stop brands from advertising is that they’ve got an agenda that a normal poster doesn’t have, and that is usually fundame… …
… But then it was like, “Okay, but if we’re going to have discovery for creators, we need to have free accessible media on the platform.” You can’t have identity-based discovery. …
… And that is key here that when you take away the discipline, the firms act in undisciplined ways. They go hog wild on you. And I think that tech had different sources of discipline to a company like Walmart. Brick-and-mortar businesses have two sources of common discipline. …
… Now, the question, I think, where it’s going to lead to is something that we need to discover, right? And, of course, we need to discover it in a responsible manner to figure out how we do that, and put the right guardrails in. …
… How do you read that discrepancy? …