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mclark @isky99

Joined July 2009
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mclark @isky99

8 months ago

@mikefutia Agent

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mclark @isky99

8 months ago

@ZaydenTech Agent

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mclark @isky99

2 years ago

@MrPitbull07 @elonmusk Congress can impeach with a simple majority (50% + 1), but removal is a long shot. It moves to a Senate trial, where it takes 67 out of 100 votes to convict and remove.

mclark retweeted
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THE SHORT BEAR @TheShortBear

2 years ago

AI bubble popped? If the DeepSeek results are truly real, NVIDIA could find itself in a situation eerily similar to what Cisco faced after the dot-com bubble burst in the early 2000s. During the bubble, Cisco was a dominant supplier of networking equipment, riding a wave of massive demand as startups and tech companies scrambled to build internet infrastructure. When the bubble burst, many of these companies went bankrupt, and the market was flooded with second-hand Cisco equipment. Demand for new hardware evaporated, and Cisco’s meteoric growth stalled for years. In NVIDIA’s case, the booming AI industry has created a gold rush for its GPUs, with startups and tech giants investing billions into its hardware. Many AI startups, flush with venture capital, have purchased thousands of NVIDIA GPUs to train models and operate their businesses. If DeepSeek disrupts the need for such hardware or leads to widespread failures in these startups, a flood of second-hand NVIDIA GPUs could hit the market, mimicking the post-bubble scenario Cisco endured. Key Impacts of DeepSeek on NVIDIA •Bankrupt Startups Flooding the Market: Many AI startups with large NVIDIA GPU inventories may collapse, forcing them to liquidate their hardware, which would drive down the value of new GPUs. •Startups operating datacenters renting NVIDIA GPUs, may be unable to generate sufficient returns on their investments, further saturating the market with unused GPUs. •Slowdown from the “Magnificent 7”: Major tech companies, who have driven much of NVIDIA’s growth, may slow or even halt GPU purchases, with thousands of existing GPUs already underutilized and sitting idle in warehouses. This potential chain reaction could create a perfect storm for NVIDIA, similar to how Cisco’s core business unraveled. Why This Parallels Cisco 1. Overproduction and Oversupply: Both companies thrived during speculative booms, producing hardware at unprecedented levels to meet demand. When that demand collapsed, they faced oversaturated markets. 2. Dependence on Startups: Just as Cisco relied on dot-com companies, NVIDIA is tied to the success of AI startups, which are inherently high-risk. 3. Market Flooding: For Cisco, bankrupt companies flooded the market with second-hand equipment. For NVIDIA, a similar flood of GPUs could drastically reduce the demand for new hardware. 4. Growth Stagnation: Cisco’s dominance was followed by years of slow growth due to declining orders. NVIDIA could face a similar fate if demand from both startups and tech giants weakens. Broader Implications for the Industry Companies relying on expensive GPUs might pivot to new AI paradigms, leaving NVIDIA with reduced relevance in a transformed market. NVIDIA’s current valuation, buoyed by AI hype, could face significant correction if growth slows and the second-hand market undercuts new sales. Other companies in the AI hardware ecosystem could also face fallout, especially those directly dependent on NVIDIA’s dominance. NVIDIA has been at the forefront of the AI boom, much like Cisco was for the internet revolution. However, history has shown that overreliance on speculative demand and an oversaturated market can challenge even the most dominant companies. DeepSeek’s potential to shift the AI landscape could mark the beginning of NVIDIA’s own “post-bubble” reckoning.

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mclark @isky99

2 years ago

I get 39, but a meticulous scrutiny of our cosmic arithmetic reveals an intriguing twist. Upon closer inspection, one discovers the 3.5 Towel Equation (close-up provided), which subtly alters our understanding of utility in this universe. Moreover, the human element in the fourth equation, upon magnification, appears uncannily familiar (close-up included). With these revelations, the answer, quite evidently, adjusts to 42. QED

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