mascot @thru_xyz. no investment advice.
California
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- Following 6,096
- Followers 109,181
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I could not put into words how much today has meant to me.
I’ve been following Intel ever since I was a child and it is not an exaggeration to say they are the reason I fell in love with chips and computers in the first place. I wouldn’t have been able to take the path I have chosen in life if it wasn’t for the thousands of brilliant hard working engineers at Intel who laid the foundation for the ground I walk on.
When I started following their bold bet on becoming a world class cutting edge foundry about a year ago I was galvanized by the vision that they set out. It wasn’t just important to me that Intel succeeded it was important to me that America succeeded. Silicon Valley was built by them and their cohort and it was critical to me that we not only maintained our standing in the semiconductor industry but for us to grow our industry so 100k other flowers could blossom.
There was no way this could be done without an American foundry on the leading edge. I believed in the plan from the start, and as an engineer myself I was absolutely confident that Intel was developing some of the world’s greatest technology and IP from 18A to backside power delivery to the amazing breakthroughs they’ve achieved in advanced packaging which I like to dub as the new Moore’s Law.
They are just getting started and there is without a shadow of a doubt more to come. Today I was vindicated for everything I’ve been talking about for over a year now. The semiconductor industry is won by those not who focus on optimizing margins but those who invest in innovation to bring value to the whole world.
Lip Bu Tan and the whole Intel team have delivered on innovation… and again this is just the beginning. I will be here waiting, watching, cheering every step of the way. Thank you from the bottom of my heart for the experience, the gifts, and your words of appreciation they mean more to me that you can possibly imagine.
With love,
Bubble Boi 🫧♥️
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LETS FUCKING GOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO
Bland 🤝 @Muse
With the agent phone plan you can:
- Make appointments
- Book reservations
- Text your agent
Connecting Muse with the Bland API is the fastest way to give Muse its own Phone Number
bland.ai/agent-phone-plan
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A lot of people talk about blockchains but few really understand them at their core like my friend @CantelopePeel & the team @thru_xyz.
Fun fact, when I first met Mr. Peel we bonded over a shared hatred of compilers and argued over rep movsb vs. hand rolled AVX memcpy.
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I will be at the @thru_xyz betanet 🧱⛓️launch 🚀 October 6th in Singapore 🌏
Come thruuuuuuuu and say hiiiiiii
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Link to sign up to join the exclusive event: luma.com/thru-sg?tk=o3jJrV
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Startup incubation program where we write you a 250k check for 5% of your company but the catch is you have to work from an apartment in the South Bronx and hustle your way out.
Calling it BX-Combinator
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Looks like bond ratings mean diddly squat
PIMCO faces an 85% wipeout on a AAA-related bond for a Philadelphia office complex.
Great read on the state of CRE in some of these non-prime markets bloomberg.com/news/articles/…
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The “warning shot” is here !!! This the AI version of a “lab leak.” If the site wasn’t harmed and no user data was leaked who cares!!!
And if it was … prosecute OpenAI !!!
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I can't subscribe to @bubbleboi using my @XMoney account. A month without @nikitabier this app is trash
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Makes sense.
Moore’s law is governed by physics while token prices are governed by how good you are at infra. And there is a whoooooole lot of fat left to cut!
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Top 5 classic posts
THIS ISN’T THE NASDAQ ANYMORE.
THIS IS NASDAQISTAN !!!!
THERE IS NO EXTRACTION PLAN, THERE IS NO AIR SUPPORT. WE ARE BEHIND ENEMY LINES FIGHTING TILL THE DEATH !!! POWELL LEFT US TO DIE AND TOOK THE LAST HELICOPTER OUT.
IF I DON’T MAKE IT, TELL MY FAMILY I DIED DOING WHAT I LOVED: BUYING DEEP OTM CALLS ON INTEL THIS IS MY HOLY WAR, THIS IS MY JIHAD !!!
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Massive problem. As my friend Big Ed @edzitron proved most GPU sales are GPUs that are sitting in warehouses.
Goes without saying we are power constrained and anyone who can bring power online (or reduce power consumption) is king. Any watt being used for anything other than AI right now is misallocated !!!
I learned today that there are neoclouds with b300s that they (in a literal sense) can't plug in because they have no power
so are we compute-constrained, or are we really power-constrained?
I think this reminds me of when Satya from @Microsoft said they had chips "sitting in inventory that I can't plug in"
right now I think we're a little bit of both, but power is so much slower to fix. there are grid issues for new grid connetions and equipment (like big transformers) have long waitlists.
there are ex-crypto energy people. it feels like they might be able to use the energy to their advantage. bitcoin miners have the power and grid connections, and many of course are already trying to pivot into AI 👀
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It’s even higher status than before now and that’s good.
Working at a startup needs to have a negative social signaling cost so we are only left with people who are going down with the ship.
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Me & wang the same age lmao.
Just found out @alexandr_wang is just 29 year old 😭😭
And he has a 'B' already
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bubble boi retweeted
Here’s to the wanting. Here’s to the dreaming. Here’s to everyone.
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