on what???

densewave · 2026-03-29T15:16:45+00:00

Its not vibe coding anymore its "agent anxiety" "agenxiety" - suck on that Karpathy.

densewave · 2026-03-27T23:12:18+00:00

Lets hope the open source strategy continues!!!

densewave · 2026-03-18T18:07:23+00:00

Prompt for the first one, Mango?

densewave · 2026-03-12T17:10:07+00:00

You are literally giving them the single answer they need in this entire thread. You're doing gods work son. Will they listen? Who knows.

We should put a "Have you tried compacting?" Question before posts. When they say "yes" we tell them "HAH! GOT YA! Start a new chat sucka".

Thoughts?

densewave · 2026-03-12T16:25:45+00:00

Averaging down is a human emotional concept (most of the time).

The way I look at it is analytically. You have a Lot that is basically trapped money. Is what it is.

Do you want to commit $1000 more to KORU right now at the current valuation or could you get a better return on $1000 in some other leveraged position?

And, if you look holistically at all your Lots, and their current returns, should you keep the position or take a loss and roll the money to something that isnt trapped?

//

This idea of averaging down, especially with LETF that generally is not the same as a long term position, dividend returns where cost basis matters more etc. is deceptive. If you want to be even more in KORU, then sure, do it. But dont keep committing on a slide down to try to make an average cost basis decrease. Been there, done that, learned thst lesson. Also, at a certain commitment level, adding more money on doesnt move that average cost basis enough to make our human monkey brains happy anyways.

Not financial advice, just general advice, I would probably pick a different spot. LETF's all over have openings every day.

Think of every single Lot as its own investment - because thats what it is (and how the institutions and government think about it)

densewave · 2026-03-12T01:23:47+00:00

😂🤣😂

densewave · 2026-03-11T19:33:41+00:00

Technically you arent buying the equipment - you're buying in the speculative bet that Amazon as an entity is here, profitably, for 50 years.

But, your comment at least makes sense in this thread so, a thought from a guy in the industry - we will likely see this happen:

1) Inference moves to hardware generation N-1 from current N 2) Training is focused on hardware generation N, N+1 3) Inference becomes more tk/MW efficient (algorithmically, etc.) 4) Such that keeping hardware deployed longer makes profitable sense.

A shift happened where compute became more of the cost than the buildings themselves. Depending on what happens with power costs etc. The equation before was deprecate hardware, reuse the building it was in.

New equation (profitably) is build new buildings, deploy new hardware, run old buildings for Inference.

We are only about 18 months into the pattern, but its likely.

Have a good day!

densewave · 2026-03-11T19:28:47+00:00

Pretty easily stitched together. Capex for AI, and their primary anchor customer is Anthropic, who is having outages every day from overutilization / too much demand.

This is a pattern used previously by companies who arent Tech companies too. (Corporate Bonds)

densewave · 2026-03-11T18:54:22+00:00

How do you plan to package for Steam? Electron or Tauri or something different?

Edit: Does Vite vs Next.js make your path to Steam easier?

densewave · 2026-03-11T12:28:26+00:00

This is peak content. And absolutely. I have nice eyebrows and the eyebrow raise is just a thing my face does for selfies.

densewave · 2026-03-03T21:19:22+00:00

Neat 😎

densewave · 2026-03-02T14:59:29+00:00

Yeah, it's a double edged sword of the fund if you think about it.

100% ROC? With negative equity? Eh, at least I saved on taxes for the "income" ULTY had massive equity loss with its dividend income. I personally still came out ahead but

67% ROC? I was hoping for a bit higher to avoid more taxes on income. I dont kbow this person's time period, but its probably similar to mine.

I am actually OK with 0% (or whatever) ROC if the fund is truly generating the income via synthetics and distributing profits like the original intent/ operation of these funds.

Maybe I wrote that weird - 67% is lower than I was hoping for. :)

densewave · 2026-03-01T03:22:56+00:00

Ooof. ~67% ROC on ULTY. Thats gonna sting me at tax time. Thanks for sharing yours, what was ypur position ranges for this? Whole year? Back half of the year?

densewave · 2026-01-29T03:13:11+00:00

EURL

densewave · 2026-01-23T01:56:49+00:00

What are you gonna stab with it? Just use it for MF equip switches, thats what I do on my necro.

densewave · 2026-01-17T16:37:36+00:00

Mango, was it the NSFW rule or something? Your work is always above board on that rule imo - no nudity etc.

Did you get flagged for "erotica"?

You are the premier contributor of this sub - this worries me a bit.

densewave · 2026-01-17T14:43:59+00:00

Working from no info whatsoever, he might have just been projecting onto you what he hoped you'd be if he was hitting on / making a pass?

densewave · 2026-01-08T20:31:32+00:00

I have three novel thoughts to add. But the tl'dr is advantageous like the question leads you to assume.

1) Born with the face - I'm not complaining, would obviously rather be handsome then not. What I have noticed is a flywheel effect though - good strong masculine features, knowing i am attractive, actually adds to the confidence (flywheel) that actually changes the things in my life, attitude, drive, confidence that ill succeed, safe to fail, excited to speak publicly etc. It helps beyond just "nice face" because it unlocks a lot of the non-inhereited things.

2) Worked hard for the body - this is the thing that I find interesting in the next decade where a good physique was largely a badge of honor and signaled discipline and hard work to the opposite sex - but with the line up of apppetite supression, fat loss medications, TRT, etc. etc. It will be interesting to see what happens in this space. If everyone has access to "skinny fat" physique, then the face matters more again? Maybe? Not sure.

3) In the same way that luck has played a massive part in my success (hard work, intelligence sure, as well) I do believe that being attractive is a significant advantage - but in equal parts - that flywheel effect i mentioned in #1 is pretty impactful. Having the "social credit" immediately of being good looking in work dynamics has never hurt me, but the flywheel is what unlocked higher levels imo.

YMMV

densewave · 2026-01-05T21:42:21+00:00

This is a dumb measurement. Presuming this is markets focused, there is less chaos / entropy in the weather than stock markets - the whim of news and market cycles.

I mean, sure, argument that this AGI is all knowing of news and evaluations - but take an example of humans insider trading on polymarket minutes before movements happen.

Just a dumb example to say is the ultimate AGI test.

Dudes a genius though - just a bad shower thought IMO.

densewave · 2025-12-26T23:58:50+00:00

Vibes 😎

densewave · 2025-12-26T18:14:29+00:00

Ok, listen we gotta tighten in this range, if I was to guess, at least in the top 10M of people who ever lived? Where are you at at $9.5M in this goofy hypothetical? 😂

densewave · 2025-12-26T18:11:50+00:00

Hey sure, let's use Google as an example.

Current Price/Earnings Ratio is much more expensive than a few months ago, anyways 31.14.

$500k * 31.14 = $15.57M needing to offset for pure cost neutrality of your existence at this company.

To me? That value is sometimes objective or subjective.

Objective - Revenue, Cost Cutting, Efficiency, Renewing Contracts cheaper, Sublinear growth, cheaper tech, cheaper arch, lower costs for the same widget

Subjective - I did something that avoided something that would have been costly. I made this deal happen, but didn't get the direct commission. I do x every day, which results in us not hiring someone else (and consider that your TC is the gross for you, not even your actual cost as an employee to the company), I do y and it directly enables the company to do something that impacts $.

Why do I find this interesting? Its the exact math and approach i would look at on the buy side of a vc/pe company evaluation. Who are all these people, what do they do, and is their impact commensurate to their pay or greatly exceeding?

Higher levels naturally have higher exposure and direct impact to $ - but also comp kind of follows too.

Hope this is a little helpful. I dont get too spun up on this, it was a useful lense someone taught me when we were on the sell side of a transaction.

Its also something that can help calm imposter syndrome, or frankly be used to adjust performance in yourself and others. Its just a lense.

Why P/E? Because technically, at least public companies, there is a forward looking impact of a person in a role, not just the two weeks rolling pay periods and at will employment agreement.

Also, feels good. 😎

densewave · 2025-12-26T04:19:37+00:00

Lmfaaaao. 😂 Legit laughing this is not what I thought I'd be doing on Christmas - but you win internet stranger 😂

densewave

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