The lunatic is on the grass The lunatic is on the grass Remembering games and daisy chains and laughs Got to keep the loonies on the path
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Black Swan, Crossing Over Into the Banana Zone retweeted
Zooming out, GPUs are still renting ahead of a standard 6-year depreciation schedule
Rental price vs. schedule:
- H200: +143%
- B200: +111%
- RTX PRO 6000: +73%
- H100: +54%
- A100: +9%
Most of the gap opened up after April, when token demand took off
Charts of the Week: a16z.news/p/charts-of-the-we…
GPUs are aging like fine wine, with rental rates up across the board since January 1st
Approximate change YTD:
- H200: +160%
- B200: +120%
- RTX PRO 6000: +65%
- H100: +35%
Even the 6-year-old A100 rents for more than it did at the start of the year
Charts of the Week: a16z.news/p/charts-of-the-we…
Black Swan, Crossing Over Into the Banana Zone retweeted
“I’m shocked, shocked to find this totally unpredictable geostrategic outcome going on in here!”
“Your winnings, Sir.”
Black Swan, Crossing Over Into the Banana Zone retweeted
Cute: Katie Zacharia To Dress Up As A Lawyer For Halloween buff.ly/kdNelu3
Black Swan, Crossing Over Into the Banana Zone retweeted
The TIC (US capital flow) data is lagged and there isn't any number for August yet. The last strong print for Treasuries was in May; June and July were weak.
But it sure looks like the world wants to finance San Francisco much than it wants to finance DC right now
2/2
Black Swan, Crossing Over Into the Banana Zone retweeted
We got trolled over this but were right all along.
KSA: E-W Pipeline flows at 5.8 MBPD per ABS, which is good news, but what is even more interesting is the comment below.
"Within five or six days of the East-West Pipeline being targeted, we began using it," Saudi Energy Minister Prince Abdulaziz bin Salman, according to Saudi state television.
This is pretty remarkable work by the engineers and crews. It also makes the headlines of the "cargo cancellations" to Europe harder to explain. Note that Aramco made no public statements about this.
West coast loading (including 10/6) is stabilizing around ~3.7 MBPD on a 10dma basis. Note loadings on a particular day do not equal flows on the same day.
Black Swan, Crossing Over Into the Banana Zone retweeted
It's fascinating how people had NO TROUBLE believing the numbers when they were A LOT LOWER. Now all of sudden, everything is a lie when even publicly-accessible satellite imagery show FAR MORE tanker loadings and STS transfers that result in GREATER EXPORTS.
People thought I was nuts…..
Well I might still be 🥜 but I was more right about this than I could’ve ever imagined 🤣
Black Swan, Crossing Over Into the Banana Zone retweeted
The professor’s assessment checks out vs the shiny toy model.
Black Swan, Crossing Over Into the Banana Zone retweeted
It's kind of amazing how much Mexico and the US are working together under Trump and how much Mexico is benefiting. Snow-Mexico might want to take some notes because really the asks aren't crazy
🇲🇽🇺🇸 México y EU se acercan a un acuerdo para reducir aranceles: funcionarios mexicanos señalaron que ambos países trabajan en los detalles de un pacto que bajaría de 25% a 15% los aranceles estadounidenses a los vehículos ligeros
elfinanciero.com.mx/economia…
Con información de Bloomberg 📰
Black Swan, Crossing Over Into the Banana Zone retweeted
There’s been a lot of panic on social media lately about the security of the Baltic states.
Take a breath.
If there is reason to fear an attack, rest assured: we will make that clear.
Until then, keep calm, carry on and support Ukraine.
