Write from this board Add posts Share
Loading the board
Loading the board
Resource companies live on a single structural fact about supply. These are posts built the same way: the scarcity quantified, then the position against it, and nothing else competing for the reader.
| Post | Topic | Likes | Replies | Reposts | Score | Posted | Actions |
|---|---|---|---|---|---|---|---|
| @StockSavvyShay$MU expects tight memory conditions to persist beyond calendar 2027 with no clear line of … | Revenue | 1K | 49 | — | 45 | ||
| @D_A_IrwinYes, this is an off-the-charts increase in tariffs - particularly because the tariffs are … | Materials | 790 | 15 | — | 39 | ||
| @ashleevanceChina recently sanctioned the drone maker Skydio because it supplied drones to Taiwan, and… | Energy | 410 | 20 | — | 35 | ||
| @Speculator_ioMemory now makes up more than 1/4 of the total cost of a GPU rack. And there are only 3 HB… | AI | 384 | 31 | — | 38 | ||
| @arcprizeAnnouncing ARC-AGI-3 The only unsaturated agentic intelligence benchmark in the world Huma… | AI | 4.3K | 259 | — | 58 | ||
| @StockSavvyShay$NVDA says memory pricing has become “extreme,” with costs rising faster than expected and… | Revenue | 2.3K | 66 | — | 56 | ||
| @deedydasFor the first time ever, YouTube's revenue surpassed $50 billion, says Sundar Pichai at th… | Revenue | 1.9K | 58 | — | 46 | ||
| @deedydasClaude 3.5 is here. Sonnet is the first release and has: — 2x the speed of Opus — 1/5th th… | AI | 1.3K | 40 | — | 43 | ||
| @dylan522pOpenAI hasn’t even deployed TPUs yet and they’ve already saved ~30% on their entire lab wi… | AI | 1.2K | 60 | — | 47 | ||
| @maxwelltaniNotable bits from this email: - WaPo search has declined by half in three years - Daily st… | Marketing | 458 | 38 | — | 39 | ||
| @kyleichanApple plans to make all of its US market iPhones in India by end of 2026. I’ve talked abou… | Materials | 362 | 25 | — | 34 | ||
| @kwharrison13"We ran the math. OpenAI is buying 3-4x more memory than it could possibly need in the sho… | AI | 343 | 27 | — | 37 | ||
| @mweinbachCook essentially just said on the earnings call that Chinese memory, if they could use it,… | Revenue | 156 | 3 | — | 28 | ||
| @MSFTResearchFara-7B is our first agentic small language model for computer use. This experimental mode… | AI | 2.1K | 57 | — | 51 | ||
| @emollickIf you have used LLM image generators, you know they are hard to control: LLM had to send … | AI | 2K | 38 | — | 47 | ||
| @TechmemeKirkland & Ellis, the world's highest-grossing law firm, is setting aside $500M to build i… | AI | 1.2K | 70 | — | 47 | ||
| @hasuflIf you want my serious take 1. Bybit has way more than 1.4b of revenue per year. They are … | Revenue | 1.1K | 57 | — | 43 | ||
| @micsolanaat his height on fox tucker made, what, $20M a year? bari isn't just selling a media compa… | Hiring | 631 | 51 | — | 39 | ||
| @coinmambaMonad has one of the most predatory tokenomics. - Team allocation is at industry highest 2… | Hiring | 436 | 81 | — | 41 | ||
| @petereharrellOne legal point: The DoW "supply chain risk" designation applies to DoW *contracts,* not g… | AI | 394 | 35 | — | 38 | ||
| @litcapitalThe reason why you want a ~20% IPO pop on day 1 is to reward investors who helped make the… | Revenue | 368 | 15 | — | 36 | ||
| @SocketSecurity🚨 Active npm supply chain attack: keyv@6.0.0 and 13 other packages have been compromise… | AI | 340 | 15 | — | 36 |