David Marble @davidmarble

Product Manager (Ex-META, WMT, INTU) • Investor • Generalist • I like to reason about stuff and try to improve the world. Or at least make people laugh. davidmarble.com Palo Alto, CA Joined February 2009

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David Marble @davidmarble

4 months ago

$BTC definitely seems different in 2025. No longer just a liquidity valve instrument. Something like a hybrid leveraged gold / tech, except with a Jekyll/Hyde personality where it takes on one of those personas for a bit then flips to the other. $GC $GLD $NQ $TQQQ $QQQ $ES $SPY

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David Marble @davidmarble

5 months ago

Thanks Moody's! (Made this comment in a Discord server @ 1:09 PM PT)

Wall St Engine @wallstengine

5 months ago

Thanks Moody's! (Made this comment in a Discord server @ 1:09 PM PT) https://t.co/mUhNHNWyrq

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David Marble @davidmarble

8 months ago

$NVDA $ORCL and energy stocks OpenAI AMA on Reddit yesterday: Q: How is OpenAI seeing the more dedicated chips/TPUs like [Google] Trillium, Cerebras, etc? @sama: GB200 hard to beat rn! Q: How important is the success of Stargate to OpenAI’s future? @kevinweil: Very. Everything…

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Jim Cramer @jimcramer

8 months ago

Lots of misinformation flying around about Nvidia today including questions about Singapore and the Chinese. Nvidia has released a statement: “The revenue associated with Singapore does not indicate diversion to China. Our public filings report “bill to” not “ship to” locations…

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Rowan Cheung @rowancheung

8 months ago

For those wondering my quick take on what's happening right now with R1 and Janus 1. GPU demand will not go down 2. OpenAI is not done for, but Open source and China are showing they're far closer than anticipated 3. There's way too much misinfo being spread by mainstream media…

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Sam Altman @sama

8 months ago

deepseek's r1 is an impressive model, particularly around what they're able to deliver for the price. we will obviously deliver much better models and also it's legit invigorating to have a new competitor! we will pull up some releases.

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David Marble @davidmarble

8 months ago

Perhaps the narrative moment of DeepSeek-r1 and v3-base helps us turn the clock back to 2023 levels of LLM mania, when improvements and fine-tunes were released much more often. Nothing like a $600B NVDA drawdown and renewed CapEx questions to light fires under OpenAI, Anthropic,…

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David Marble @davidmarble

8 months ago

Re DeepSeek: This news cycle is one where I despise -- much more than usual -- financial community echo chambers and our click bait media world. DeepSeek has been putting out solid models for quite a while. They've all been quite good. In some ways, the recent release is just…

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David Marble @davidmarble

9 months ago

Such a great story to end Christmas Day! The Solana $MIRA meme coin (created today): • @blader shared about his daughter's rare brain tumor months ago, encouraged donations to organizations • On Christmas Eve, he set up a gofundme to raise funds for rare disease research •…