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X account @wujir0 posted: “dating in sf isn't even about who your investors are or how much you raised anymore they just want to know what your O number is before you even think about getting their number”
X account @wujir0 posted: “i’ve been telling yall crypto is cooked”
X account @wujir0 posted: “This is why my strategy is to own the signal, not the noise. Stock markets are so overleveraged, speculated on, and manipulated. See SA fund. GPU purchase & rental prices keep increasing at the same time the neoclouds are getting rekt. Who else is investing in GPU servers as alternative assets?”
X account @wujir0 posted: “Models have no moat. Frontier models are what make OpenAI and Anthropic relevant and enable them to bring together talent and raise gargantuan amounts of money. But where does that money go? Compute to train more models? The real moat is in access to frontier NVIDIA hardware in bulk and transition that into inference, or better yet enterprise AI solutions that are only possible with large scale hardware ownership.”
X account @wujir0 posted: “The B300 is the only GPU server that fits in the majority of data centers and can run every open source model. Every business and startup needs to own superintelligence to be competitive while still owning their data. All that demand will go one place.”
X account @wujir0 posted: “Vera Rubin GPUs going online open the door to the biggest existential risk in the GPU Market: API prices going to 0 (aka cost of the electricity). Most GPU inference businesses aren't differentiated. They compete for the same customers, which isn't a large group because frankly”