Every quarter the same analyst note circulates: NVIDIA's revenue is circular. The money just goes in circles.
I'm a Microsoft channel partner. I just watched GTC. They're wrong - and Jensen told everyone exactly why on Monday.
open.substack.com/pub/dsghi/p/...

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Shit, I didn't know we're supposed to boycott Target... Curbside pickup is sooo nice though... To make up for it, I spent a shit ton at Costco today. 🤷🏼‍♂️

When did subscriptions go from being convenient for consumers to the primary way business scam people?

Tech & AI aren't zero sum, China has not won anything. Also, don't call it an LLM, it's not, it's created from foundational LLMs and therefore wouldn't exist without them. They're simply standing on the shoulders of giants.

We passed a law. They don’t get to force people to petition the king for mercy. We are still a democracy and this will be found illegal.