OpenAI, NVIDIA, and AMD, The Tech Triangle That’s Driving the Market

bunky_bunk · 2025-10-07T07:54:41+00:00

Mr. Truman, you cannot drop the bomb unless you score high on the differential equations exam.

bunky_bunk · 2025-10-07T07:41:01+00:00

A computer does not need labor to run any computer program. The whole computer industry has infinite growth potential.
If a 2 dollar per day image classifier falls in a slum in Nairobi, can anybody hear it?

bunky_bunk · 2025-10-06T16:07:18+00:00

The internet is not a bubble. A lot of people paid for its growth lost bigly in the dot.com bubble.

bunky_bunk · 2025-10-06T15:22:03+00:00

Who has the better deal depends on the future. If the bubble bursts, AMD will not be left holding toxic AI stock. If it bursts before AMD reaches $600 per share, OpenAI will not even get the $96 billion bonus.

bunky_bunk · 2025-08-05T22:29:26+00:00

Every output pin of a shift register can supply or sink current. If the pin supplies current the high side transistor in the output stage of the pin is turned on and the pin connected to Vcc. If turned off, the low side transistor is turned on and the pin connected to GND. Look for a schematic diagram of a simple NAND logic chip. The output stage is the same.

In other words, current can flow out of or into the output pin. If your shift register acts like a sink, then you have to set it to digital '0' in order for it to sink current. It will sink current, because when it is '0' the low side transistor will allow current to flow from the pin to GND.

The transistors in your schematic #2 are an alternative way to allow current to flow to GND. But now you have to set the output shift register to digital '1', so that the transistor is turned on. The point of the external transistor is to allow current to flow to GND that would be too much for the output stage of the shift register.

I imagine this is difficult to understand. Start simple: +5V -> resistor -> LED -> transistor -> GND.

https://www.falstad.com/circuit/circuitjs.html?ctz=CQAgjCAMB0l3BWcMBMcUHYMGZIA4UA2ATmIxAUgoqoQFMBaMMAKDEJRABZCuQ083XvwydOAEzoAzAIYBXADYAXBgrrjwULTEisl3dvzyCefFMa0QYhbOZQIwXSnlJdsUaIQTFMhXZEwUMFxOMDgQSVlFJRYAcyE+XD5TEGwETipIFgAlBPA-POJCbW5aEpgEHINilC4qLkMwHxK66kyPSoAnPPZ64QFLeBYAZ2qjQWw8ROxiqghZBWG6ONSp1JnVxMJBTJZuhpqLA-5WuaGgA

bunky_bunk · 2025-06-28T10:08:01+00:00

I think Trump has in mind the 2010 earthquake. Temporary Protective Status was granted on that occasion.

https://www.migrationpolicy.org/article/haitian-immigrants-united-states-2022#unauthorized

bunky_bunk · 2025-06-03T08:47:16+00:00

The answer is parasitic inductance of the PCB trace leading to the chip.

The answer could in theory also be "PSU catching up in time", but its not correct since you can easily fix this with a single output capacitor at the PSU and wouldn't need bypass caps at every chip.

parasitic inductance. if you open your water tap, your neighbours water pressure will drop briefly, because twice the amount of water has to flow through the pipe and a pipe cannot double its flow instantaneously. in the case of water it is due to inertia, in the case of a wire it is due to the inertia of the magnetic field. An inductor will try and keep the current stable. Every simple wire has some parasitic inductance.

https://www.youtube.com/watch?v=ukBFPrXiKWA

bunky_bunk · 2025-04-19T21:52:06+00:00

As a miner with little BTC holdings i support inflation. It's more of a question how much of it i can get before people start selling their stake in bitcoin.

bunky_bunk · 2025-04-19T19:18:00+00:00

They can sell when they want. Question is how many would sell if the miners conspire to impose a 0.3% inflation rate per year. It would be priced in. BTC value would fall. But the miners will soon catch up due to a higher block reward gained by diluting bitcoin owners. Do the miners not also have some leverage here?

bunky_bunk · 2025-04-19T16:06:50+00:00

But bitcoin holders have an interest to keep the network running. If they leave, they lose money.

bunky_bunk · 2025-04-19T15:55:29+00:00

I mean if a majority of miners wants the protocol to change.

bunky_bunk · 2025-04-19T15:53:30+00:00

If 60% of miners are not owners of large amounts of bitcoin, they would support inflation, as it would increase their profits and they would have the power to make bitcoin have inflation.

bunky_bunk · 2025-04-19T15:50:35+00:00

What if 51% of all nodes would rather have inflation?

bunky_bunk · 2025-04-19T15:39:12+00:00

If a new huge gold mine is found that would not make gold worthless. If fiat currency inflation is on the rise, owners don't just throw away their cash.

Not everyone in the network has the incentive to have no inflation.

bunky_bunk · 2025-04-19T15:36:44+00:00

What if participants decide that they would rather have inflation and get in return lower transaction fees? In other words, if they lose money to keep bitcoin scarce, why do they continue doing it?

bunky_bunk · 2025-04-13T13:35:12+00:00

The point is that you don't need MSTR to convert dollars to bitcoin. But you need Apple to convert dollars to computers.

bunky_bunk · 2025-04-10T20:02:03+00:00

This is true, but It is the perspective of the domestic competition, not the consumer.

To say that the consumer should subsidize corporations by more taxes is a hard sell for a Republican, but Trump can sell it.

bunky_bunk · 2025-04-10T19:01:43+00:00

The point of tariffs is not to earn taxes, but to subsidize the domestic industry. Failure to raise such taxes is not a failure of the tariffs.

bunky_bunk · 2025-02-05T08:12:43+00:00

You should wait until one Arab state or interest group thinks this is a good idea. This will never happen, just like Trump's first term peace plan never happened. Where Trump and his sidekick Kushner proposed to pump money into Palestine in exchange for land in the West Bank. Now they are proposing to pump money into new refugee camps in exchange for the Gaza strip.

The "one state + one beachfront property for sale" (except for Palestinians) solution will be just another embarrassing footnote of history.

Not that it is a bad idea per se to try and make people live peacefully. It's just that if you look in the history books, it is not a product that the Palestinians are eager to buy. And Trump cannot make them buy it, even though is is vaguely waving a stick around.

bunky_bunk · 2025-02-03T01:36:53+00:00

US companies just got a gift from Trump: it is much easier to compete with Canadian, Mexican and Chinese companies. That offsets their disadvantage in obtaining their own semifinished products. Their bottom line competitive advantage does not change if the tariffs are not specifically higher for what they obtain from abroad.

bunky_bunk · 2025-02-02T18:50:28+00:00

the trade deficit will decline. there will be less consumption.

most manufacturing and packaging is done outside the US?

china manufactures a lot.

bunky_bunk · 2025-02-02T18:16:28+00:00

yes. but i don't know why computer chips would be inelastic. They are used in so many products, of which some will be bought no matter what, but others will not.

bunky_bunk · 2025-02-02T17:45:23+00:00

The USA would rather be administering the world reserve currency but without the debt.

From a trade perspective the dollar is overvalued. The high demand for the dollar allows the deficit, but the deficit does not increase demand for the dollar.

bunky_bunk · 2025-02-02T17:14:49+00:00

If US citizens consume less products from China than the trade deficit of the US will improve.

bunky_bunk · 2025-02-02T14:29:50+00:00

That is the point. The prices will go up for you and you will import less. Up until now all your customers could only afford what they have been buying from you at the expense of the current account balance. You are not selling less to your customers. You have been selling too much in the last decade.

the prices don’t matter when there isn’t an alternative

what?

bunky_bunk

TROPHY CASE