Dave Tyler @dvty

Interested in technology and politics. Joined August 2010

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Dave Tyler @dvty

5 hours ago

Hello! Eagerly awaiting your look at Venice. When are you aiming for that to be out? I'm sure it will be an excellent piece. @michaellarabel

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@EricJhonsa Completely agree. Not really at play here yet but the longer ASPs remain at the levels they are or around here the more pent up demand there will be for consumer electronics that may well slow the pace of ASP reduction later on

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Dave Tyler @dvty

a week ago

@CostaV02 Gotcha and is the cache product you mentioned in your first post a version of 3D cache? The product with lots of SRAM. How is that beyond what is here today?

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Dave Tyler @dvty

a week ago

@CostaV02 Yeah I agree, thanks for the reply. Feels like agentic AI is a use case for pooled memory for a bunch of agents to use as they spin up and down.What do you think is the best use case for CXL? Also you mentioned AMD has a cache product. How's that different? What's that doing?

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Dave Tyler @dvty

3 weeks ago

@wmf Investment income from owning other companies being recognized in this quarter

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Dave Tyler @dvty

3 weeks ago

@firstadopter Both bullish for compute and therefore chip stocks, while maybe spooking the market about the economic impact - maybe negative for chip stocks. No idea which way..!

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Dave Tyler @dvty

3 weeks ago

@CheddarFlow Interesting counter point

Gavin Baker @GavinSBaker

3 weeks ago

Market is overreacting to hyperscale credit spreads widening from my perspective. TL;DR Spot pricing for renting GPU compute materially above contracted rates implies hyperscalers are underearning while operating cash flow acceleration is an underestimated source of funds for AI

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Dave Tyler @dvty

3 weeks ago

@ChanningHodges Exactly. That's why it's not on the pareto frontier...

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Dave Tyler @dvty

3 weeks ago

@official_mb1776 That's right. That's why it's not on the pareto frontier...

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Dave Tyler @dvty

4 weeks ago

@whiskeyinasippy @CultureCrave Just use a closed loop system. It's not some occult item. Tiny water usage.

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Dave Tyler @dvty

4 weeks ago

@whiskeyinasippy @CultureCrave Data centres don't use that much water.

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Dave Tyler @dvty

a month ago

@firstadopter Think we're gonna see that across both Nvidia and AMD or focused only on the former?

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Dave Tyler @dvty

2 months ago

@CapitalDad_ @peterbakernyt @peterfrankopan "I'm 6 foot 3 there's no way the average height in my country is 5 8" someone on the internet

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Dave Tyler @dvty

2 months ago

@Olrak29_ Great question..

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Dave Tyler @dvty

2 months ago

@ICEZEBRASTATION @nafo_boi @clement_molin Coupons no longer work. Your info is out of date. The coupons were for incoming fuel that didn't and isn't arriving.