ArtTimeInvestor

7 ms·

1.
by ArtTimeInvestor 3d ago
Signing up and publishing random price targets gives you a 1% chance of being a top 1% analyst :) Relevant XKCD: https://xkcd.com/525/
2.
by ArtTimeInvestor 9d ago
The CEO is the throughline in a history of billion-dollar blunders Since the IPO, he created an annual ROI of 21% for his investors. Taking risks means blunders are part of the way I would say. For comparison: He outperformed
3.
by ArtTimeInvestor 11d ago
> good luck getting your counter-parties to pay for your exports It's not a matter of choice. Once a country runs on US artificial intelligence, it can't just say "Well, let's do things manually again". People wo
4.
by ArtTimeInvestor 11d ago
> that AI will remain dominated by USA The USA has managed to dominate software for decades now. Why would it change? Take a look at the current datacenter investments in the USA vs other countries. It looks very much like the USA will e
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by ArtTimeInvestor 11d ago
How is the situation with Bitcoin? Do Europeans have options to hold Bitcoin in ETFs, ETPs etc that are not storing the coins in the USA?
6.
by ArtTimeInvestor 12d ago
Or Bitcoin. Of which almost half is already under US control. Anyhow, much of the new currency will flow to the USA if the USA becomes the worlds source of (artificial) intelligence.
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by ArtTimeInvestor 12d ago
The USA might hold a majority of the worlds value generation in a few decades. If AI generated in the USA powers everything. Then the USA does not need to borrow anymore.
8.
by ArtTimeInvestor 12d ago
The dangerous situation we are in is that entities outside of the USA hold significantly more US assets than US entities own assets outside the USA. So if the USA declares "ownership be damned", it would be a net win for the USA.
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by ArtTimeInvestor 1mo ago
I don't get what this is about. The examples they show are someone typing something into a prompt and then some agent starts coding. But the hard part in automation these days is not writing software. It is "how does the software
10.
by ArtTimeInvestor 1mo ago
It will be interesting to see if SAP can turn into the basis for companies that use AI heavily or if companies that use AI heavily will prefer to replace SAP. Who are the contenders that start fresh with focus on AI? One that comes to mind
11.
by ArtTimeInvestor 2mo ago
Emarketer’s data finds that standalone chatbots like ChatGPT, Microsoft Copilot app, Google AI Mode, and Amazon Alexa for Shopping (formerly Rufus) in U.S, will generate less than $1 billion in ad revenue this year, and j
12.
by ArtTimeInvestor 2mo ago
Thats why I said proof of work that is used to mine a cryptocurrency to pay the bills of websites that serve information. As long as the website gets paid more than the cost of serving the pages, it does not matter if a human or a bot did t
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by ArtTimeInvestor 2mo ago
In theory, proof of work that is used to mine a cryptocurrency could be a solution. Bitcoin and others are already secured via massive pow computations. If we could shift that into browsers, no additional energy would be used and we could s
14.
by ArtTimeInvestor 5mo ago
It is a step into the right direction. Over time, more and more work is going to be done by AI though. At some point, it will be unthinkably slow and expensive to let humans work on anything. To do *that* locally, you need GPUs and LLMs. Ho
15.
by ArtTimeInvestor 7mo ago
I don't see anything that looks like a "slowing" in mid 2018. Growth in Q1, Q2 and Q3 2018 was higher than anything that came before.
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by ArtTimeInvestor 7mo ago
I don't see anything that looks like a "slowing" in mid 2018. Q1, Q2 and Q3 2018 are all higher than anything that came before.
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by ArtTimeInvestor 7mo ago
"...the slowing GDP growth rate in America..." What are they talking about? https://fred.stlouisfed.org/series/GDP
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by ArtTimeInvestor 7mo ago
In the limit, that would mean that Bitcoin's volatility reflects only the savings rate of people. That would mean that Bitcoin is pure monetary value. In that case, it would suck out all the monetary premium from other assets like real
19.
by ArtTimeInvestor 7mo ago
So a minus of about 45% from the all time high three months ago? If this is it for this cycle, that would indicate the volatility of Bitcoin went down significantly. Taking a look at the Bitcoin to USD price chart, I see roughly these numbe
20.
by ArtTimeInvestor 8mo ago
AI will be involved in all processing of data. Everything that is human work today will be done by AI tomorrow. So if Europe will rely on US AI infrastructure, nothing is won by moving the old CPU bound processes off of US cloud infrastruct
21.
by ArtTimeInvestor 8mo ago
Can Europe build AI datacenters though? Europe has no wafer production and no companies that produce GPUs. That means it is dependent on Taiwan for wafers and the USA for GPU design. Then there is the question wether there is a will to inve
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The ASML Q4 numbers are out: €9.7B in sales, €2.8B in net income [pdf](ourbrand.asml.com)
1 points by ArtTimeInvestor 8mo ago|0 comments
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by ArtTimeInvestor 8mo ago
Google is still the best search engine. YouTube is still the best video site. Android is still the best operating system. Chrome is still the best browser. And on the side they built the best AI and the best autonomous ride service. Not bad
24.
by ArtTimeInvestor 8mo ago
I've never seen a company that ... You have not seen Alphabet, Apple, Microsoft? Where are you looking? They all did tens of billions of share buybacks every year for many years now. Example: Alphabet has started share buybac
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by ArtTimeInvestor 8mo ago
If the USA cannot be trusted that they will honor the ownership of gold in their vaults, can it be trusted to honor the ownership of US equities and bonds held by foreigners?
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by ArtTimeInvestor 9mo ago
Additionally, I have read up a bit more on the Lightning Network now, and it seems not possible to send invalid payments in the first place. The sender does not have a direct communication channel with the receiver. They send the payment to
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by ArtTimeInvestor 9mo ago
The incentive to send http requests is that data comes back. That's why the storm of scrapers hurts website owners. They gather the data and give nothing back. What would be the incentive to send failing payment requests?
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by ArtTimeInvestor 9mo ago
All of these problems would go away if we had micropayments. So that the user could pay for the resources they use. The user would know that each pageview is $0.001. The website owner would know each pageview pays for itself. We probably co
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by ArtTimeInvestor 10mo ago
Hetzner is awesome. I wish they would go public. Would be very interesting to see how their business is doing compared to IONOS and OVH. We need more public cloud companies in Europe.
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by ArtTimeInvestor 10mo ago
This is cool. It tells you something about how much a gambling place the market is when a site like this has a one day default for the price change. When it comes to a high level view of the market, why would I care for a comparison of toda

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