Mojo_flyin

Well Xitter is down across the world.

I guess Musk ran out of ketamine finally.

10.03.2025 14:18 — 👍 1    🔁 0    💬 0    📌 0

$2 H100s: How the GPU Bubble Burst H100s used to be $8/hr if you could get them. Now there's 7 different resale markets selling them under $2. What happened?

I did a long thread on Xitter today. But this is interesting.

www.latent.space/p/gpu-bubble

19.11.2024 13:27 — 👍 1    🔁 0    💬 0    📌 0

Correct screens

19.11.2024 13:02 — 👍 1    🔁 0    💬 1    📌 0

Let me check. Sorry about that

19.11.2024 12:58 — 👍 0    🔁 0    💬 0    📌 0

The gift link can only be viewed 3 times. That's why I screen grabbed the full article.

17.11.2024 16:02 — 👍 0    🔁 0    💬 1    📌 0

A full wash & wax on $NVDA #AI Ponzi scheme by @FT

While they didn't get into $SMCI $DELL inventory stuffing & round tripping to their customers like $MSFT

The entire house of cards on which #Coreweave & others funded by #Blackstone $MS $JPM etc is exposed

This ends badly 💣

16.11.2024 14:11 — 👍 3    🔁 0    💬 2    📌 0