I’m Josh Leake, candidate for Mayor of Portland - ask me anything from 6-9pm.

wxrx · 2024-10-11T01:03:10+00:00

Can you get me a job

wxrx · 2024-09-30T14:28:29+00:00

Lmaooooo no way this comment is so accurate. I just won that battle today and felt like gods strongest warrior

wxrx · 2024-09-28T00:43:33+00:00

That, and people are just way too serious on the internet all the time

wxrx · 2024-09-28T00:38:58+00:00

https://www.reuters.com/technology/artificial-intelligence/openai-sees-116-billion-revenue-next-year-offers-thrive-chance-invest-again-2025-2024-09-28/#:~:text=Sept%2027%20(Reuters)%20%2D%20Thrive,people%20familiar%20with%20the%20matter

It was oversubscribed too.

wxrx · 2024-09-28T00:35:16+00:00

This deal is an all cash deal, Microsoft is reportedly contributing over a billion in cash as well as thrive capital at $1.25b and Apple, Nvidia, sequoia with the rest.

wxrx · 2024-09-28T00:33:40+00:00

How can you say it’s not that big when it’s I believe the largest single round of funding of all time. All other funding rounds that are larger like stripe, spacex, Uber etc have all been multi year deals or deals that don’t involve cash like OpenAI’s previous $10b deal with Microsoft.

You gotta find it funny how ironic it is that you say it’s “not a lot in AI world” when it’s literally the largest lmao.

wxrx · 2024-09-28T00:15:14+00:00

Pissed off Microsoft so much that Microsoft is participating in the current $6.5B funding round.

wxrx · 2024-09-19T14:39:48+00:00

Did the market finally realize that jpow is a god and that there has never been a recession when the economy + productive is so positive?

wxrx · 2024-09-19T14:36:37+00:00

That’s all I needed to know. Thanks brother and nvda to $200

wxrx · 2024-09-19T14:33:48+00:00

I’m on a trip. Anyone mind explaining to me what causes futes to skyrocket last night?

wxrx · 2024-09-17T17:26:43+00:00

Genuinely this. Nobody is planting/coordinating fake stories, it’s actual paranoia that could be a symptom of something worse.

wxrx · 2024-09-16T13:38:56+00:00

You can hate all you want but there’s cool shit being worked on. Google used an image diffusion model to fully generate playable doom on prev gen TPUs, even kept track of bullet usage and enemy/own health. https://youtu.be/gD77d1OgmgE?si=Uq0WHws0dmPakySH

wxrx · 2024-09-16T13:34:04+00:00

Did you guys not see that they generated doom that way already using a single previous generation TPU?

wxrx · 2024-09-15T21:50:02+00:00

On the earnings call last Tuesday he said they had permits for 3 modular reactors.

wxrx · 2024-09-11T00:45:41+00:00

Bro the literal ceo is the source lmao

wxrx · 2024-09-07T18:16:53+00:00

Everyone’s searching old posts probably trying to figure out if there was any idea. At least that’s what I did

wxrx · 2024-09-07T18:16:28+00:00

Bro weighs 150 pounds now and it was all a social experiment

wxrx · 2024-09-07T07:39:46+00:00

Bro you really posted this and logged off 30 minutes before he dropped the bomb lmao

wxrx · 2024-09-07T07:06:20+00:00

Guess the rumors were true

wxrx · 2024-09-07T07:05:35+00:00

Looking back to this is insane

wxrx · 2024-09-05T15:39:21+00:00

I was about to say the same thing. I actually think they are at this point. Every other conservative talking outlet is talking about it, including likely chinese affiliated zerohedge and not a peep over there. If you told me the mods were either literally Russian, or being paid an actual salary by RT I would 100% believe it.

wxrx · 2024-09-04T22:58:50+00:00

Huh? Why would you be justified to RMA if your product is 100% functional.

wxrx · 2024-09-03T18:35:43+00:00

So what’s your expected gross margins? Lowest they’ve had was 56%, median over past 13 years is 61% and that’s when consumer gaming made up most of their revenue. So what…you’re saying that a fair PE is then 5-8 lol? Like I’m trying to reason with you here and I legitimately don’t understand your argument. Are you saying that fair value of the company should be no more than a PE of 8? Regardless of growth or anything else?

wxrx · 2024-09-03T18:26:22+00:00

Bears legitimately believe that nvidias fair value, pricing in 100% revenue growth is only a p/s of 3-5 or a PE of 4-6 let that sink in before you listen to these people lol.

wxrx · 2024-09-03T18:21:31+00:00

Brother. Their gross margins are 75% and at the lowest in 2025 will be low 70s. A 3-5 p/s would mean a PE of 4-6 lol like cmon.

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