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I wonder if they are just shorting Nvidia...


With how they are releasing models and keeping the open source spirit alive? I hope to god they are. Let the quants cook!


This could boost Nvidia. https://en.wikipedia.org/wiki/Jevons_paradox

> In economics, the Jevons paradox occurs when technological advancements make a resource more efficient to use (thereby reducing the amount needed for a single application); however, as the cost of using the resource drops, if the price is highly elastic, this results in overall demand increases causing total resource consumption to rise.


Tencent recently bought 100k-200k H20 to serve R1. [1] I think it's not clear open source will tank nvidia price. And you won't place a lot of bets if the outcome is anywhere from certain.

[1]:https://aiproem.substack.com/p/ai-at-the-speed-of-light-tenc...


what it have to do with anything? trading and stocks have no correlation whatsoever with actual company sales and prodcts.


AlphaFold would be one example: https://alphafold.ebi.ac.uk/


> AlphaFold ... predicts a protein’s 3D structure from its amino acid sequence.

I guess that's technically creating new knowledge but it doesn't feel "innovative".


Wow! I am surprised it is even legan to launch those ballons from SF, specially that close to the airport. What is the regulation? Is it based on the size/weigth of the ballon?


Our balloons fall under the FAA Part 101 weather balloon exemption, which is based on the weight and purpose (basically it has to be small and has to collect weather data)


I feel we tend to coordinate movements to balance ourselves, specially with arms. In this case, the arms are independent from each other and are each firmly fixed to the table.


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