111–120 of 180 posts
Its so wild to me that people that should know better pretend that this kind of stuff doesn't happen in every industry.
At this scale? Why don't you give some examples.
That seems more nefarious than buying products from each other. Either way it worked out fine for Apple.
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I'm sorry, but did you ask ChatGPT or another LLM to critique this article?
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The critiques of 'circular funding' don't really make sense to me. If you invest 20 billion and you get back 20 billion, your profit is the same. Sure your revenues look higher but investors have access to all that information and should be taking that into account, just like all the other financial data. Michael Burry is betting against AI growth translating into real profits as a whole, not the circular funding.
Is that bad? Depends. Did the purchase of chips make sense. Would they have done that if someone else say an independent entity invested?
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then stop wasting peoples time with slop if i wanted to read llm output i'd go dump it into chatgpt into myself
Do I need to explain the meaning of not?
Basically, the gold rush has reached a point where the shovel seller wants a stake in the operation.
I wonder if we would one day have a situation where NVIDIA no longer wants to sell chips to anyone and just use them themselves. Some special developments would have to occur to reach this point I think.
This post is written with its intellectual fly open. I'm not sure whether it was partly AI-generated, or whether the author has spent so much time ingesting AI-generated content that the tells have rubbed off, but this article has: - Strange paragraph-lists with bolded first words. e.g. "The Cash Flow Mystery" - The 'It's not just X; it's Y' meme: "Buying Groq wouldn't just [...], it could give them a chip that is ac…
the inconsistent capitalization, the odd punctuation, and the grammar mistakes. Love it.
I want this article to stay on the front page because it is hilarious.
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Its crypto wash trading.
Why? Wash trading is about selling and then requiring the same asset for tax purposes. How is this analogous, other than that you presumably dislike both practices?
- "Our coin hit $100M daily volume, get on this rocketship before it's too late!"
- "Our exchange does $1B annually, so you know we're trustworthy!"
- "Hey investors, look at the massive demand for our GPUs (driven by the company we invested $100B)!"
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NAND is built with dozens of layers on one die. HBM DRAM is a dozen-ish dies stacked and interconnected with TSVs, but only one layer of memory cells per die. AMD's X3D CPUs have a single SRAM die stacked on top of the regular CPU+SRAM, with TSVs in the L3 cache to connect to the extra SRAM. I'm not aware of anyone shipping a product that stacks multiple SRAM dies; the tech definitely exists but it may not be economi…
The issue is size, SRAM is 6 transistors per bit while DRAM is 1 transistor and a capacitor. Anyone who wants density starts with DRAM. There’s never been motivation to stack.
This post is written with its intellectual fly open. I'm not sure whether it was partly AI-generated, or whether the author has spent so much time ingesting AI-generated content that the tells have rubbed off, but this article has: - Strange paragraph-lists with bolded first words. e.g. "The Cash Flow Mystery" - The 'It's not just X; it's Y' meme: "Buying Groq wouldn't just [...], it could give them a chip that is ac…