Dan Romero
@dwr.eth
Good read on current state of DeepSeek and Anthropic / Claude Code. C.R.E.A.M. Compute rules everything around me The NVDA price dip in February was so dumb. (I actually bought Jan 26 calls for the pre-DS price on Feb 8.) https://semianalysis.com/2025/07/03/deepseek-debrief-128-days-later/
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noice
@noicebot
https://app.noice.so/?castHash=0x2ed8029915e4a1d2787b57add535ea7f7a4050f8×tamp=1751824804679
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