Lennard

In time, everything before Satoshi will be viewed as BS.

Corporate AI spending and AI use (ex. frontiers) can 1000x again, but a lot of people working in finance, law, consulting have a hard time understanding this. Here’s why: these individuals are amongst the hardest working and brightest in the workforce. They are completely detached from the average worker. The average worker: doesn’t want to go to work, if he goes to work he’s super unproductive and dodges responsibility as often as possible, calls in sick whenever he feels like it and isn’t even good at his job to begin with. Further Gen Z doesn’t really want to work and Boomers are too incompetent to use the internet or technology, leading to greater inefficiency. If you don’t believe me AI can 1000x again easily, just take a look at what’s happening right now. Microsoft is laying of, or wants to lay of a huge number of its employees. Microsoft’s employees are arguably amongst the brightest and hardest working employees in the workforce. Yet it is more lukrative form Microsoft to let them go and spend the money on GPUs! We will see the 1000x in a rollout of enterprise AI, replacing most adult day care jobs one after another. Often this is to hard to grasp for high performance people, because they are too biased looking at things from their own lense and the only people they know are other hardworking friends and colleagues. I encourage you, go look beyond your immediate circle and try talking to some average workers or companies. You quickly realize there is so much inefficiency around its staggering. Than what is really holding back adoption is people not knowing how to use it properly, yet these same people own and manage most of the businesses. Finally in the western demographics we have a huge gap in workforce, because of birth rates, showing in more old people leaving the workforce than young people joining the job market. If we want to keep the level of products and services available to the market, the only effective solution so far has been automation. That’s the tweet, to and do your own investigation. It’s truly mind boggling

the soul has a hymen too

Feels like the public interpretation is all wrong… I’m pretty sure $MSFT backing out on NScale deal is bullish for Neoclouds like $NBIS or even $IREN with energized capacity with Microsoft? Pretend Microsoft just ate a bunch of Chipotle burittos: - They order toilet paper delivery scheduled Q1 2027 - NScale says: sorry 3-4+ year delay of the toilet paper (into 2030’s) because of UK grid constraints - Microsoft still urgently needs toilet paper so they will get it elsewhere The cancellation does send warnings about what happens if a Neocloud can’t execute on contracted demand. But that just makes the other toilet paper sellers more valuable since Microsoft will go elsewhere for supply.

IREN’s AGM closes 23 November. I’m voting against say-on-pay and against Guzowski’s re-election, and for the buybacks. My reasons, and one detail on the ballot that will void your vote if you miss it 👇