Viewing profile — gloryjulio

Michael Burry almost got wipe out if the bubble last just a bit longer. He started shorting way before the crash. He was lucky that he held long enough. There are many others see t…

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Investing and trading is a dynamic game. If everyone has the edge of certain portfolio to out perform the average, then no one has the edge. Similarly AI is not going to solve that…

Yep. This would backfire spectacularly for people just want to know what's going on. They would just dump the article in the llm and ask, 'what problem is this article about'

Openai and Anthropic's doom porn are also not helping their cause. The public will turn against them and watch their margin get eaten alive by open weight models

Second this. Lots of fentanyl overdose are caused by accident, not because the buyers are buying them. It is extremely dangerous

This. I saw way more people build a few millions of retirement nest egg reliably in 10-20 years, by working on a boring good swe job and manage their investment a bit better. It's …

This. Melatonin is a hormone. You should always be extra careful when dealing with any kind of hormone as it might affect your own body's regulations.

RAM is a commodity. It has much less moat to prevent competitions. When the rams flood the market that's when the bubble ends, until the next cycle arrives. Processors are much har…

I think you are confusing manager with ICs. Managers don't really read or review the codes. What you are describing is where agents are doing all the coding and reviewing without p…

I think they are in b2b enterprise model space. Privacy is way more important. Not sure if Sota models are needed.

Canada do have an ai company Cohere that has potential to be big. Personally I do think they are one of the credible competitors.

That's true. But trying out a new sector is one thing, even apple build their own vr. Zuck took so long to cut loss on vr platform because he wants to have this platform to be sole…

Btw I am just quoting someone else. It's in the news in for a long time. Besides ads monetization, Zuck's moves in recent years are mostly about creating their own platform so the …

> For one thing, I still don't understand Meta as a business Zuck got spooked by apple ads change a few years ago, which crashed the meta's stock to double digit. So Zuck is trying…

We can have a volume normalization ceiling function in the final pass of video data compression stream for the ads injection section. The volume normalization variable can be chose…

There are tons of Jewish people are against Bibi's government for a long time. These kind of generalizations for average citizens are so dangerous. Today you are racists again Jewi…

This kind statements are so ridiculous. Should American Koreans be lumped together with DPRK? Should American Chinese be grouped with CCP? The foreign government is not related to …

It's similar to tokenmaxxing in various companies. Who cares about reviewing the design and the code, just code generation all the way. If it runs it's good

> Apple TV, Netflix, BritBox and PBS add up to about $45 a month. Most people are gonna judge AI up against what they’re already paying for and the AI model makers simply don’t hav…

The competitors of $65/mo subscriptions are the free models and services that are good enough. It will only get worse as open models or free tiers catch up. For most people, they j…

Isn't the recent Oppenheimer about building organizations, politics, and courts? There are bombs scenes but majority of the movie is the supposed boring stuff

Capex spending to push out employees is not hype. People are getting laid off as AI spending increases is definitely real

Exactly. I write my own notes in markdown, it works with or without a viewer app. I am not even sure if there is a better alternative. This format is good enough for most of the ca…

There are a few things to consider if you are in the investment space: - Growth rate: you can't compare them to the average single digit growth companies or dividend focused compan…