Everything AI and Data Center
Joined September 2009
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Oct 20: "I've never seen anything grow this fast."
Nov 1: "The cost of serving Grok Bot was unsustainably high relative to revenue."
Turns out the growth hack was selling a dollar for fifty cents.
Elon, 2023: "If somebody's going to try to blackmail me with money? Go f*** yourself."
CZ, 2026: "Our SpaceX shares are worth more than a billion. Please stop."
Elon: 馃馃馃
Leopold Aschenbrenner thinks interest rates could go above 10% before the end of the decade.
He's not calling it the base case. He says there's "at least a serious chance."
His reasoning: if AI drives explosive growth, companies borrow like crazy to build clusters and then robot factories. And people expecting much higher future growth are less willing to save today. Both push rates up.
"I don't think anyone is expecting interest rates to go above 10%, real interest rates. There's at least a serious chance of that before the decade is out."
Why $INTC is down ~20% after hours:
1. PC slowdown. Rising memory prices are crushing PC demand. Client revenue is guided down 20%+ next quarter, and Intel expects the slowdown to last at least through the first half of next year. The CFO: "we are not optimistic about next year."
2. The Israel fab explosion. A ~$300M revenue hit this quarter and another next quarter.
What's still working:
- Data center & AI revenue +78%, best growth in 15 years. Demand is bigger than supply.
- 18A yields improving at a double-digit rate.
- 14A on track for 2027 risk production.
This quarter was fine. PCs stay weak for at least the next two.
$TMDX flight tracker gang: NEED HELP URGENTLY
We have a tail number N254TX that is assigned if we search through N-number but if we search through the Name, we cant find anything. Can anyone help me on this?
Leopold Aschenbrenner's prediction is coming true.
June 2024: "At some point Google will get $100 billion of revenue from AI. Probably their stock will explode. They're going to become a $5 trillion, $10 trillion company."
Today: Google Cloud +103% to $30.7B a quarter (~$123B run rate), a $561B backlog, and $GOOG at ~$4T.
