to be made of the ilk of Seraphim
Los Angeles, CA
Joined May 2013
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An uncomfortable truth
AI will diffuse through society as a GPU per person
thesis.truffle.net/
It should’ve been key U.S policy to continue selling Nvidia GPUs to China if AI becomes exceedingly important
A good drug dealer knows how to keep their customer hooked on supply, similar to how China has the U.S. hooked on cheap manufacturing and rare earths
Major blunder
Wild rumor coming out of China this morning on DeepSeek V5:
DeepSeek is reportedly already pretraining V5 as a ~2 Trillion parameter ultra-sparse MoE model.
And instead of training on NVIDIA GPUs, they are reportedly running the V5 pretraining run on Huawei's new Ascend 950 / 950DT chips with a team of Huawei kernel engineers physically working inside DeepSeek's offices to keep the cluster humming.
If DeepSeek pulls off a 2-trillion-parameter frontier run natively on Ascend 950 silicon, that changes the entire AI hardware story.
Someone close to, or heavily invested in frontier lab success has likely been colluding behind the scenes with the incoming political power apparatus
They will come for Chinese models, and perhaps even GPUs in 2027
To them, your freedoms are worth less than their returns
A shame that every hero of this era
will slowly go down without having won the game
Breaking news from @ianmking: Nvidia CEO Jensen Huang admits to extramarital affair and the company board is now investigating him being targeted by a Chinese espionage plot. He remains CEO for now. bloomberg.com/news/articles/…
Do you finally understand how this game is played?
YOU are the exit liquidity
YOU are the chud who believed in a singularity
Remember that I called the picotop of semis
And you brushed it off like it was from the tongue of a madman
Anyway, the real crash comes in 2027
A little known fact;
Elon Landing starship,
just before the general election,
was the reason for their victory
For a very small sliver of time,
he had the Mandate of Heaven
The mandate has fled him now
Datacenters are a symbol
of Tech Oligarchs
They will resisted at every turn
The politicians that sell them
will be voted out
And you will wail,
and scream “Luddite!”
Because you think;
I too, am a temporarily embarrassed oligarch
And now the Dems have won
Elon is someone who opts to win with brute force,
instead of tact and strategy
He is not cunning but gung ho and this will cost him dearly over the next 5 years
Maybe he’ll wake up and realize
his sycophants are going to drag him to hell
The physics of datacenters in space has nothing to do with energy or cooling and everything to do with launch costs
They are a levered bet on starship hitting serious economies of scale
Unfortunately this only happens past 2030 (when it’s also not needed as much due to next gen chips like CiM)
AI will diffuse through society as a GPU per person
Stop overcomplicating it. You’re being retarded.
Again, almost everyone is on serious stimulants if they can’t do simple induction
When you hear the statement;
“The universe is not swarming with AIs, hence a singularity isn’t possible”
Do you do mental backflips, bend over backwards, and jump to an even more complex explanation?
Or do you realize that the Singularity is an exit liquidity mechanism?
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Why own your own AI?
When you can simply rent it,
from me,
In perpetuity,
And I dictate the rules,
That you must abide by,
To use my AI,
Or I ban you..
Why would you possibly want something else?
sam: local inference is a terrible allocation of scarce resources
“a lot of people want local inference, and somehow they assume that the problem is solved now because we have open-source models, we're going to be able to run them on our computers, and so we're not going to need all the stuff in the data centre
but from a global allocation perspective, actually it's quite terrible to have everybody, like, have a bunch of the world's limited supply of DRAM sitting in their own computer and being used five percent of the time
you want maximum utilisation in the cloud if you're trying to deal with this very supply-constrained environment
somehow many people's intuition is the opposite of that”
He would want Apple to die, actually
They are lost. And resemble an old, decaying Alzheimer’s patient
The most merciful thing is for someone worthy to deal them a death blow and bring back technology we can be excited for again
When you hear the statement;
“The universe is not swarming with AIs, hence a singularity isn’t possible”
Do you do mental backflips, bend over backwards, and jump to an even more complex explanation?
Or do you realize that the Singularity is an exit liquidity mechanism?
Wealth taxes are the first economic incentives to point capitalism at off-world colonies
Everything is going according to plan
Stop worrying, Elon
We waste so much energy to heat to get determinism from GPU’s when what we’re trying to do is simulate something probabilistic
It makes no sense
Nvidia will be a dinosaur in < 5 years
CiM is coming
Right on cue
Remember, they’ll never let anything compete with UST’s
They’ll crash everything before they let bonds collapse
100% of startup neocloud revenue is other dogshit startups who think they’re him and can train something frontier
All the revenue quality in enterprise AI is VC money that’s found its way to 21 year old strivers
Funnily enough, the only true use cases are consumer
Jensen is an enemy of the ordinary man
He hoodwinked hyperscalers to make purchase orders for GPU’s that won’t be plugged in until 2029, if ever, pushing up the price of RAM
One of the greediest, anti-American CEOs of the AI era
A banker dressed in builder-sheepskin
