Reposted by TINSTAFLKeubiko 🇨🇦 🇺🇸🏳️🌈🏳️⚧️🇺🇦 💪 @keubiko.bsky.social · 23/07/2026Only 1 of the 3 frontier models were trained on CUDA. Two years ago that was 3 of 3. Only OpenAI remains. I used to believe in the CUDA moat but no longer do, medium term. 5253
Reposted by TINSTAFLQuantian @quantian.bsky.social · 23/07/2026Pick up the phone and dial 1-800-PLY-CULE to reach Jane Street if you’re ever offered this bet and want to sell your $1mm coin flip for $450k cash on the nail 318413
Reposted by TINSTAFLKeubiko 🇨🇦 🇺🇸🏳️🌈🏳️⚧️🇺🇦 💪 @keubiko.bsky.social · 07/07/20261/n The launch business is super cool but low growth and low margin. The AI models (Grok) are B-tier and fading. Starlink is fundamentally a niche telco with a massive maintenance capex nut, and the two datacenters are temporarily able to charge a lot because of Grok's failure. $2T 2252
Reposted by TINSTAFLQuantian @quantian.bsky.social · 07/07/2026I can across an interview of Alex Karp from 2009 and it’s one of the most articulate CEO interviews I’ve ever seen. You could do an entire project pulling old interviews and comping them against current ones to see just how much they’ve cooked their brains on drugs and money. x.com/ludoonchart/...x.comludoonchart (@ludoonchart) on Xthis is an old interview with Alex Karp, but it proves exactly why he won: "if you want something to really work, something really complicated, you cannot hire people who are motivated by a paycheck.... 618612
TINSTAFL @psyoptionality.bsky.social · 04/07/2026100th birthday. Another rescue. Bellova Gnome from the absolute masters in Czechoslovakia. Never get tired of looking at her. 020
TINSTAFL @psyoptionality.bsky.social · 19/06/2026Filthy & stored in a garage in the corner. Looked like zero potential.. $12. Estate sale of a couple that had passed in their 90's. Both sailors. Saw the potential but never got around to it. Couple weeks of of cleaning & polishing and here she is running on gasoline. 1926 model. 140
Reposted by TINSTAFLQuantian @quantian.bsky.social · 13/11/2025Enrollment by major in the UCSD remedial math course teaching “elementary and middle school math concepts”. Bad news for anybody planning on seeing a human doctor in 2060 and onwards: 118614
TINSTAFL @psyoptionality.bsky.social · 15/05/2025Given the currency and rates noise everywhere I'm missing the regularly scheduled Zoltan releases we had back in the day.😂 000
TINSTAFL @psyoptionality.bsky.social · 15/05/2025Best trade alpha all year. Seven bucks at an estate sale got me a 1928 Dunhill billiard. Neversell though. 000
