Offshore
Photo
memenodes
Mom: Turn off the TV, let it rest
The fridge that has been on since 2004 https://t.co/Py7JN6vBqC
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Mom: Turn off the TV, let it rest
The fridge that has been on since 2004 https://t.co/Py7JN6vBqC
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Offshore
Video
memenodes
when you’re out with friends and you notice you have 20 missed calls from your mom https://t.co/2MXMs5MHm3
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when you’re out with friends and you notice you have 20 missed calls from your mom https://t.co/2MXMs5MHm3
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Offshore
Video
memenodes
your mom says she found an old piece of paper with 24 random words so she threw it in the garbage https://t.co/FxNhgNttiE
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your mom says she found an old piece of paper with 24 random words so she threw it in the garbage https://t.co/FxNhgNttiE
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Offshore
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Fiscal.ai
Chris Hohn is one of the best investors of the 21st century
He's earned ~18% a year for 2 decades by owning the world's most durable businesses.
Here are the 3 qualities he looks for in a company: https://t.co/zNp6KZK6wq
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Chris Hohn is one of the best investors of the 21st century
He's earned ~18% a year for 2 decades by owning the world's most durable businesses.
Here are the 3 qualities he looks for in a company: https://t.co/zNp6KZK6wq
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Offshore
Video
memenodes
when mom said go outside and get a real job, your crypto stuff didn't work out https://t.co/p6vRB0mF0a
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when mom said go outside and get a real job, your crypto stuff didn't work out https://t.co/p6vRB0mF0a
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Offshore
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The Few Bets That Matter
$BABA will crumble under massive Chinese compute demand.
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$BABA will crumble under massive Chinese compute demand.
Rumors: China's Ministry of Industry and Information Technology (MIIT) Guidelines Regarding H200 Imports
1. If you have the capability to train models (Alibaba, Tencent, ByteDance, DeepSeek, the "Six Little Tigers"*, mid-tier LLM teams), and you want H200s, they will be directly approved;
2. If you are a neocloud, willing to sell [compute] to clients, and you are not a shell company, you can buy H200s;
3. If you are a reseller (middleman), attempting to hire a bunch of PhDs to set up a facade and falsely claim that you can "refine pills" (slang for training AI models), then don't buy for now;
4. If you want to do inference, are a traditional enterprise, and want on-premise private deployment, or if you are an equipment supplier for these enterprises buying a heap of GPGPUs or ASICs locally to run DeepSeek to handle your bit of business — don't buy for now either. Prioritize purchasing products from Huawei, Cambricon, etc., or go to big LLM companies and buy APIs directly; don't do private deployment.
$NVDA tweet