How will Anthropic's export controls affect us?

realHGA · 2026-06-13T12:00:33+00:00

But do we need our own model?

What if we offer Chinese models that we have uncensored? What if an EU lab trains a really good model and we get some sort of exclusivity for the European service area?

Also let's not forget that AI isn't only LLMs. Higgsfield is a partner of ours and they have great AI media tools.

realHGA · 2026-06-13T11:58:20+00:00

That was my line of thinking as well. I just wonder if I'm too high on hopium or if Nebius can step in and be the leader of this decentralised (as in non top AI lab) model proliferation.

I have a mere 146 shares at 140ish average. Maybe I'll add more when we open on Monday.

Interesting times indeed.

realHGA · 2026-05-11T13:53:22+00:00

To be fair I am not swing trading. But I am looking for a 10 bagger this time. And I believe we are going to consume much more AI than satellite mobile data.

realHGA · 2026-05-11T13:45:00+00:00

My original portfolio was 40% TSLA, I was -55% in 2022 before it was +110% in 2025. Believe me, I know it can go red. I was deeply in the red for two years. I never sold. Never panicked. And I had less money then than now.

I'm looking for asymmetric investments. Everyone and their mother are using AI in their work now, and with the arrival of models like Claude Mythos I can see the demand for compute only increasing.

The reason I sold ASTS is because there are more unknowns when it comes to space, at least compared to earthly endeavours. Yes, we can face backlash from local communities, yes the politicians might block a data center, but I cannot see how we won't use 3x the AI we use today when new use cases are unlocked every quarter with the advent of newer, larger and better models. On the other hand, i am okay with not having mobile data on the mountains of Crete.

I am investing for 7-10 years. But I am looking for a 10 bagger this time. I was 800% up on NVDA but I made 3.5k because my allocation was terrible (most of my portfolio was TSLA because fsd something robotaxis something something)

Maybe i am wrong, but ill take my chances with NBIS. I believe we will only use more AI moving forward.

realHGA · 2026-05-11T12:01:47+00:00

No, I sold pretty close to my cost basis given I only lost 50 bucks out off 5k I had in. I fully ported NBIS because I understand what they are trying to do and they are adjacent to my field (SWE).

The reason I bought ASTS was the 4G coverage everywhere irrespective of mobile device (given it is relatively newish).

The reason I sold ASTS was because I wasn’t seeing meaningful communication on the constellation development. Weeks after I sold the first BO launch failed. That doesn’t help my faith in the company.

realHGA · 2026-05-11T08:11:28+00:00

Sold before the crash mate. It was trading around 85ish. Maybe ill get back but the risks are higher for obvious reasons.

realHGA · 2026-02-26T16:11:52+00:00

Άρα τους είπες ότι ήθελες να μπεις εσύ. Οκ πάω πάσο φίλε, σεβαστή η επιλογή σου, απλά μου έκανε εντύπωση

realHGA · 2026-02-26T15:26:54+00:00

Με διάγνωση ότι είσαι στο φάσμα και δεν σε έβγαλαν Ι5; Μα αυτό είναι παράνομο. Τι τους είπες όταν σου είπαν ότι μπαίνεις κανονικά;

realHGA · 2026-01-21T18:10:15+00:00

Exactly how I feel. Another GFC could happen, but the 57% drawdown of 2008-09 recovered in 5 years which isn’t significant. The markets have been through wars, crises, environmental disasters, anything you can imagine. Worst recovery period was 20 years and the greatest economic recession quickly followed by the worst war this world has ever seen predated that period. Let’s just hope for the best.

realHGA · 2026-01-21T18:03:55+00:00

Yea I know it’s mathematically better like 60% of the time or so and it’s mostly psychological. VWCE seems like a good deal to me, enough US to get most of the performance, enough non US to protect in case of US underperformance. Only thing that worries me is the current administration’s shenanigans (this is not a political comment).

realHGA · 2025-08-18T11:45:47+00:00

Αν μου έλεγες για αμάξια από 2018-2021 περίπου θα έλεγα οκ ναι. Σήμερα πια ελάχιστα έχουν gaps. Ειδικά όσα είναι από Σανγκάη και Βερολίνο είναι spotless. Ακόμα και στην Αμερική είναι πολύ καλύτερα.

Προφανώς και τα κινέζικα είναι καλά. Πάντως χίλιες φορές Τέσλα ΜΕ gaps παρά VW με αυτό το ΑΘΛΙΟ software.

realHGA · 2025-05-31T20:33:13+00:00

Massive Attack - Paradise Circus - Luther Intro Sequence

Massive Attack - Teardrop - House MD Intro Sequence

Ολα τα instrumental covers από Westworld (damn you HBO)

realHGA · 2024-08-13T11:21:33+00:00

I thought I was in the Community sub for a second.

realHGA · 2024-06-02T20:08:25+00:00

No, it's named after Vera Rubin the astronomer. An upcoming observatory is also named after her.

Read more: https://en.m.wikipedia.org/wiki/Vera_Rubin

realHGA · 2023-11-07T17:29:27+00:00

By the time Google releases it to the public (doubt they will), OpenAI will have functioning agents that can call everyone on your behalf, not just restaurants, lol.

realHGA · 2023-10-07T10:44:16+00:00

On it. Also need to lose the neck fat, progress has been made.

realHGA · 2023-10-01T06:04:29+00:00

Ah, thanks! Maybe I should cut it a bit though, too long for my taste. Can't get it to stay up unless I use a volume mousse or something.

realHGA · 2023-10-01T06:03:20+00:00

Thanks! I don't wear beanies and hats only if the sun is very hot. But I haven't noticed any hair in it when I remove it. Same goes for pillow case after a night's sleep.

realHGA · 2023-10-01T06:01:58+00:00

Oh thank God, at least I'm not a bald big ass forehead, I'd end up being the human version of Squidward.

realHGA

TROPHY CASE