aSoccerGeekDad @blispr
Longtime armchair Football-soccer analyst. Grew up watching football, playing cricket & racket sports. at intersection of tech, culture, investing & sport. Joined June 2009-
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#fifa fail official store $160 for a jersey ... makes sense .
Well said
Programming is not about code, just like music is not about notation. It is the art & science of managing complexity through layers of abstraction. AI is simply a part of it.
This #FIFAWorldCup2026 is bringing a new level playing field: #caboverde might qualify, #curacao earned its stripes. Group stage has its own drama.
The #AI math doesn't add up because bringing power is expensive. China has solved that. Current cost estimates are :$20 million per MW ( as laid out in IREN, NBIS etc) . Will come down to $10 million. There is a 10x factor that's caused by US DCs not able to provision power. Is #AI a fad ? Certainly not if you are a coder ( like me) - at least 2x productivity for people who know how to use it right. Certainly not if you're digging out info from your documents, or summarizing your documents. AI will threaten jobs b/c everyone was sitting back enjoying paychecks for average work output. For essentially the last decade or more. Tech has caught up. 90% of workforce isn't able to deal with uncertainty and disruption.
The Emperor Has No Clothes: Why the AI Infrastructure Buildout Math Doesn't Work I have to give IBM CEO Arvind Krishna credit. He's saying what many of us in this industry have been thinking but haven't been willing to say out loud. The math just doesn't add up. Here's what I'm
Number two law of #stock #investing: if the management is constantly tweeting on social media, step away from that stock. Management should not feel the need to talk up their own stock. Or overshare with investors - what should speak are the quarterly numbers. 👆Two examples of hyped stocks :1) $IREN 2) $OPEN Number one law of course, is honest leadership
$OPEN This is one of the most hyped stocks. Management, CEO and leadership is constantly tweeting, and playing up their prospects for the last nine months, ,which is a massive red flag - almost bordering on misleading investors . Unbelievable how immature leadership looks, when you have an overdose of Kool-Aid plus you attempt to feed the same to a Twitter following. IF Management shut up and kept quite and executed , it would have way more credibility. Nine months later, you're still a "show me" story- a final red flag is that new leadership had no track record in the field of real estate.
This is one of the most hyped stock. Management CEO and leadership is constantly tweeting, which is a massive red flag - almost bordering on misleading, investors . Unbelievable how immature leadership looks when you have an overdose of Kool-Aid . per your numbers the low margins are a major red flag ; on both counts it's a big sell
Serve your community. You get to decide by what means. Help them to be well, grow and prosper. Rewards come in many ways.
Another completely useless change in #india .. superficial window dressing can only go so far. Lets do something concrete.
INTERESTING: so the thoroughly incompetent All India Football Federation plans to rename itself to Football Federation of Bharat. Wow, what an idea Sirji. Instead of being game-changing, we are in a name changing era! 🙏😡
Mark i find your analysis relatively helpful ( compared to hypesters in abundance). Question for you: i can run Google's Gemma 4 latest on my powerful Mac. Ie locally. ( inference not training) . I am exploring this as a solution/product component. This is a powerful model and i also run this on Google cloud using a lowest powered offered GPU that will cost me about $500 ( if i didn't switch it off) This might be an outlier but have you considered availability of models that need less power/compute? Are all the 2028-2030 projections going to really pan out. Im an NBIS bull , and believe they will be the quickest to adapt to changing reality. But changes/disruptions to the AI landscape are happening on a weekly basis.
@NavinSports Hi @NavinSports - fans must vote with their tickets. I would encourage youth who can afford to get off the couch and buy a ticket. It will benefit *everyone*. In fact, not just national team , show up for sports at all local levels. ( excluding cricket)
On Juneteenth. #blackhistory How this transpired and played out is very poignant. The narrative needs disruption. We are ignoring and sidelining a talented section of our society. A human computer, brought in to check if the actual computer was correct. Will we also have a similar #AI trust scenario, when faced with a life and death decision ?
In 1962, as the United States prepared to send John Glenn into orbit around the Earth for the first time, NASA's new IBM computers produced the trajectory calculations for the mission. Glenn looked at the numbers. He did not trust them. He told the engineers to get the girl to
@iloveqatar @BrotherRasheed It was a well deserved defeat.
AWS and Azure both have quite a bit of legacy baggage when it comes to AI driven applications - in othet words if they develop feature or product X , they will need to ensure some minimal amount of integration with all their legacy ( pre-AI) products, something that NBIS and CoreWeave might not. HPE amd DELL suffer from the weight if having to support Windows platforms, a deadweight when it comes to AI, a long term loss of agility, and optionality.
Daniel Roncari @roncari
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Un Sujeto más @nervencid
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Open Army Store @OpenArmyStore
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OPEN.GOD @_OpendoorGod
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