Posts
USG blocking frontier models - and the impact on compute revenue being surprisingly positive? My thesis:
The US government has blocked the release of Anthropic Mythos, and is slow walking the release of openAI GPT5.6 to individual customers (enterprises probably) approved by the government one by one This means Chinese open source open weight models are going to catch up to parity with legacy GPT5.5 and …
Asian shares plunge as traders sell to lock in profits after recent rallies driven by AI
> Shares plunged Friday in Asia, led by heavy losses in Japan and South Korea as traders sold to lock in gains from recent rallies in stocks related to artificial intelligence. > U.S. futures also declined, while oil prices fell. > Tokyo’s Nikkei 225 index shed 5% to 68,783.50 and …
What should I do?
I am 18, have an internship at Harvard University, unpaid, in one of the best specialized labs this summer. The issue is that it is expensive to live there, no housing, but I can’t miss this chance. I have investments in an amount that could cover my living expenses there, …
Our shoe shiner giving stock advice moment
The common parable delivered by JFK's father about getting stock advice from the shoe shiner being an indicator of time to sell. Our moment will be when people look back and remember hearing "we are going to build data centers in space." We don't even have the resources and money …
Wendy’s Meme Rally distracts from the bigger picture
The recent Wendy's pump was probably confirmation that we will never see a GameStop like squeeze ever again. But now, people are throwing the baby out with the bath water. The question that matters is whether Wendy's is fundamentally broken for good…but there’s a lot of evidence to suggest that …
I built a free tool to learn stock analysis - Research a stock across 7 lenses, backtest strategies, paper trade. looking for feedback
Link: [https://investing-learning-tool.vercel.app](https://investing-learning-tool.vercel.app) I have built a tool to help spread stock investment knowledge and am seeking feedback from community on it's usefulness and accuracy. The Guide page directs how to best use the tool, but in general it is supposed to self-guide starting with Research tab that analyse company's past …
OpenAI may delay IPO until 2027
https://www.nytimes.com/2026/06/25/technology/openai-ipo-artificial-intelligence.html OpenAI is leaning toward holding off its initial public offering until next year, three people involved in the company’s deliberations said, a turnabout that punctuates the uncertain future for fast-rising artificial intelligence giants. The maker of ChatGPT hired bankers and lawyers with an eye toward a public offering as …
Any big balls betting on hyperscalers before the Q2 earnings?
Feels like the current narrative is pretty simple AI capex bad. RAM/HBM/power/data centers too expensive. No clean ROI on AI capex. Hyperscalers are just burning cash. Why bet on them when you can bet pick & shovel companies with high margins. I get the bear case. It’s not dumb. If …
The End of Capitalism May Not Come From Revolution. It May Come From a Memory Shortage
Everyone talks about AI replacing jobs, but I think we’re missing a much bigger issue. Right now, every major tech company is pouring hundreds of billions into AI infrastructure. Data centers, GPUs, memory chips, power generation, networking equipment the scale is unlike anything we’ve seen before. As demand explodes, the …
Xbox Hikes X and S Consoles Price by More Than $100, Discontinues 2 TB Model due to rising memory prices
https://variety.com/2026/gaming/news/xbox-price-hike-x-s-consoles-discontinue-2-tb-model-1236790767/ > The now-discontinued 2 TB model was the highest priced current gen Xbox console. The blog continues: “Last October, we increased XBOX console price by $20-$70 in the U.S. We hoped another price increase would not be necessary, and we have spent the last several months working with suppliers …