PZ @badquant2
the artist formerly known as @Fade who was the artist formerly known as @badquant1 Joined October 2024-
Tweets787
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Followers3K
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Following1K
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I wrote this for a couple reasons 1. I have been wanting to start writing again 2. I was teaching myself about Physical AI 3. I was starting to encounter a lot of private investment opportunities due to robot hype and didn't know what was crap or not I wouldn't take it that seriously, I am no expert on the topic, it is a heavily biased opinion piece that is probably a bit rambly because I try to fit in alot of stuff thats at times loosely related badquant1.substack.com/p/white-collar…
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@Kente_Clarke photonics lead supposedly sold all shares
I think one possibility from $GRASS giving out 3M USD/6M users instead of some larger amt of tokens is that node growth will probably be stagnant/possibly decline -> lcr is probably a pipe dream, which i guess we should have figured out when bright data with 400m nodes hasn't done it which means it should be valued like a significantly worse bright data, not some ai moonshot, data sales was supposed to be a "side mission" scraped internet data will have diminishing return over time, for llms labs wanting copyrighted/paywalled data, for embodied ai that data isn't on the internet also i was confused is 3M dollars the equivalent cost of 20 months of the networks bandwidth, if so the moat of nodes seems smaller than i thought tldr maybe short term good long term bad, dunno...best thing to do is prolly see what they say on call
@GoingBallistic5 @RoboStrategy @standardbots @DexmateAI @PathRobotics Hey Scott, I'll be attending Will you still be there Wed or Thurs?
@KumaCapxbt Other than kioxia what else you got in the jpfolio
@toptickcrypto Flash capex benefits $lcrx the most i think? U have any other names in mind?
give saylor the chair and nationalize his coins its The Right Thing To Do
anyone stopped to think what does this 32btc sale mean for LeBron's legacy I doubt it, you are all first order thinkers
The world if we killed everyone running an alt/btc or alt/eth correlation algo
at this point Samani has like 4.2b in outstanding wagers
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