MJC avatar
this man is a national treasure
Fred Katz avatar
Fred Katz
@FredKatz
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Mitchell Robinson, when asked if he would be making the picture of him dunking on Embiid his phone background, said he would not because “It don’t got no truck in it.”
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one of the enduring mysteries of our generation is how yelawolf —yelawolf?? — managed a feature on 1train alongside asap, kendrick, joey badass and action bronson
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knicks over twolves final
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My latest Substack piece Tracks a strange company called Ajinomoto, which controls a monopoly on a critical component in the GPU supply chain, but seems reluctant to exercise any pricing power, despite price increases up and down the chain
The Strange Case of Ajinomoto: The Reluctant Monopoly at the Heart of the AI Supply Chain
thecomputereport.substack.com
The Strange Case of Ajinomoto: The Reluctant Monopoly at the Heart of the AI Supply Chain
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MJC avatar
bro is training on my sardonic retorts
interesting perspective, haven't thought about that. what's the next step? ??
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does anyone know how to look for your farcon ticket if you bought in the presale a year ago?
not gonna make it to rome but I believe I bought a ticket at some point how do I check? would gladly donate to anyone who’s thinking about going
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not gonna make it to rome but I believe I bought a ticket at some point how do I check? would gladly donate to anyone who’s thinking about going
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My latest substack: open.substack.com/pub/thecompu... The basic thesis: compute markets need a unifying metric
Introducing The Compute Credit Spread
open.substack.com
Introducing The Compute Credit Spread
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MJC avatar
hasan piker is quite handsome and that's incredibly dangerous because it is helping normalize fascism with young people
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MJC avatar
baseball is best for statheads cuz it's the only team sport with discrete measurable events movement in football, basketball, hockey, soccer, etc is all too fluid. i know there are many services that try quantifying it in these sports, but they ultimately rely on subjective assumptions that are not required in basebal...
something really unique about baseball and mlb as a company—data availability inside baseball uses official statcast and mlb apis to automate the entire content pipeline in the app the data published is very granular (something no other sport does to my knowledge). its play by play with advanced metrics like exit v
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MJC avatar
got em
an individual who complains about doom content on X is realistically also spending a lot of time clicking into and looking at those tweets. self fulfilling prophecy
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@neynar where can I edit my x username on the mobile app
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@neynar the share modal on iOS mobile app opens unprompted constantly
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Just published the first issue of The Compute Report I've been spending a lot of time digging into compute markets, which are well on their way to becoming the most important financial market in the world This is a venue for sharing some ideas I've been developing on the subject Will be publishing via the @compute_r...
Introducing The Compute Report
thecomputereport.substack.com
Introducing The Compute Report
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the problem with the fork is that everybody is already broke
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