James Wang
@draecomino
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Director of Product Marketing @CerebrasSystems Prev: Nvidia, ARK Invest, 21Shares
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Joined April 2008
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Apple is proof design matters.
Amazon is proof design doesn't matter.
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Tesla AI day is probably the greatest technology presentation since 2007. It's also an absolute masterclass on AI.
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There is no faster way to lose money than to be in a hurry to make money.
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2010: Bitcoin is dumb
2018: Ethereum is dumb
2021: NFTs are dumb
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📣 Personal news: Today is my last day at ARK. It's been an absolutely amazing six years with Cathie and the team.
I'll be headed back to Silicon Valley to work on the next generation of AI software. Meanwhile I'll be cheering on the ARK team every step of the way! 🙌
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Between Stripe, Square, Bitcoin, and DeFi—banks are so, sooooo dead.
Stripe eats business banking.
Square eats retail customers.
Bitcoin eats fedwire.
DeFi eats lending.
Banks are dinosaur displays at the Smithsonian. They just don't know it yet.
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Nvidia is now worth more than Intel + AMD combined.
That's the market's way of saying: x86 is a legacy architecture.
The workload of the future is SIMULATION.
Light -> raytracing
Physics -> n-body, CFD
AI -> neural nets
..and these will run on GPUs.
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ARK's Big Ideas 2020 deck is here—a year of research packed into 80 slides covering AI, robotics, autonomous, genomics, bitcoin, and more.
Download:
Here are 5 slides that really hit it home. Thread:
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Life is a blockchain—you cannot alter past entries, you can only append new entries.
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Every social media company other than Facebook is trading below its IPO price.
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You cannot learn about crypto by reading blogs and listening to podcasts. You have to *do* it.
Put $500 in metamask and try the top protocols. Think of gas as tuition fee. After a week you’ll know more than 99% of CNBC talking heads.
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Ethereum isn't just a crypto currency. It's a software platform with users, revenue, and applications.
If you cover software like AWS, MSFT, SNOW, or TWLO you should cover Ethereum ($ETH). To get started, check out its Q1 'earnings' results:
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If computers were invented today no one would talk about how useful they are, only how bad they are for the environment.
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Work life balance is very important when your work is not your life’s work.
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Sushiswap has returned more cash to token holders in its one year history than Amazon has returned cash to share holders in its 27 year history.
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There is no "the next Tesla" just as there has never been "the next Apple".
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Imagine getting Elon for an interview only to ask him the same questions he’s answered 100 times.
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Netflix will spend more on content this year ($17B) than TSMC will spend on capex ($15B).
One makes Tiger King and Ozark. The other makes 50% of the world's computer chips.
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I have to say Solana is really fast. It's almost as if it's running on a single computer.
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I still don't understand how people straight out of school can become "management consultants".
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Ethereum revenue in 2021 is at the same level as AWS revenue in 2015.
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There are many Decentralized Exchanges in DeFi. But only the Cardano DEX is a JPEG.
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Naval has many great lines but perhaps my favorite is: “do what feels like play to you but work to others.“
It encapsulates so much in so little. And it is infinitely better than the common refrain of “follow your dreams.”
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What is DeFi?
> Borrow money without a bank (Maker)
> Trade stocks without a broker (Uniswap)
> Launch ETFs without a sponsor (Enzyme)
> Raise money without a VC (token sale)
> Print money without a central bank (Olympus)
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If climate change was solved by a billionaire using technological invention rather than societal change, most climate activists would sulk rather than rejoice.
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A year ago SoftBank sold its entire stake in Nvidia at $218 a share, plowing the money into private companies like WeWork.
Nvidia closed on Friday at all time highs of $340. WeWork never IPOed.
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1/ Apple's upcoming ARM MacBooks isn't just going to save them some money and run a bit faster. It marks the beginning of the end of the x86 era and Intel's four decade empire.
Thread⬇️
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If you can understand AWS, you can understand Ethereum.
It's just a cloud computing platform. Like AWS, you build and deploy apps to it. Instead of $, you pay in ETH. It has tiny throughput but a unique kind of security. And many people find that valuable.
cc:
@TrustlessState
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Bitcoin is going to become the reserve asset of crypto. But actual money is going to be programmable currencies on Ethereum like OHM. This is clear to me now.
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Building your Twitter follows to 10k+ will teach you more about content and distribution than any MBA class.
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Bonds: 0.5% yield, no growth.
Tech stonks: 0% yield, maybe growth.
ETH: 6% yield, maybe 10x.
Your move.
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This week on ARK's podcast—hear
@elonmusk
explain why Tesla build its own AI silicon and how that improved image inference performance by 20x.
#Autonomous
cars are coming sooner than you think. Don't just take my word for it, listen to
@elonmusk
on the latest
@ARKInvest
#FYIpodcast
. Thanks again for sitting down with
@CathieDWood
and me!
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A minute of silence for those who are still doing deep work on whether Facebook or Apple is the better buy.
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Did my first $1,000 gas fee transaction. Ethereum is just legalized ransomware.
Don't @ me with your Cardano, Solana et al takes. You guys don't have anything worth paying ransom for.
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It’s cute that Elon thinks paying capital gains on a portion of this stock will placate the mob.
There is no satisfying the mob. Ever.
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Prediction: Chamath's IPO A-Z will probably demolish the S&P500 over the same time period.
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You can love Ethereum and acknowledge that every point in Su’s tweets is true.
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1/ Cerebras just built a chip with 50x the transistor count, 1,000x the memory and 10,000x the bandwidth of Nvidia’s flagship GPU. One such 'chip' could replace an entire rack of Nvidia GPUs.
What the heck is going on?
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Tesla is the largest company in the world that is 100% supply constrained.
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Stanford gave the world ImageNet. Now it's giving the world Medical ImageNet—a 0.5PB dataset for diagnostic radiology.
#GTC2017
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If you want to see the future, go to the weirdest corner of the internet and stay there for a while.
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The final analysis on Slack is simple. Startup vs. incumbent is a race of innovation vs. distribution. Microsoft achieved feature parity faster than Slack reached distribution parity.
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How does the Metamask product manager sleep at night after using Phantom?
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It took Apple 42 years to reach $1 trillion in market cap.
It took just two more years to reach $2 trillion.
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If you don't go down rabbit holes, what knowledge are you going to possess that's not a commodity?
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I've had this conversation like a million times:
"But ARK made all its money through bitcoin"
"We also did Tesla"
"Okay so you had two flukes"
"We also did Nvidia"
*grumbles*
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Ethereum is iPhone level ecosystem with Android level market share.
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When crypto crashes, it doesn’t require a government bailout to restore normality.
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Tonight I had to pay an artist in Spain.
He asked if I wanted to use wire or PayPal.
I said: how about crypto?
He received the $ETH in 10min for $7 of network fee.
GG banks.
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Spotify needs to stop "thinking" about Clubhouse and buy it pronto. You can't clone it, you can't beat it, it's an asset as compelling for audio as Instagram was for photos in 2012.
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1953 – Discover human source code
2000 – Read human source code
2017 – Edit human source code
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The three bravest persons in tech:
– Elon Musk
– Tim Sweeney
– Brian Armstrong
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Max hype/reality: Cardano $ADA
Max reality/hype: Terra $LUNA
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How well you understand something:
Can explain in a blog = good
Can explain in tweetstorm = excellent
Can explain in one tweet = god
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Ethereum is the only appointment where if you turn up late you're still early.
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Have gotten lots of questions on *why* Tesla built its own AI chip and the right way to compare vs. Nvidia's Xavier/Pegasus.
Here's a short blog that explains it all in plain English.
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In crypto you get paid for putting up with sickening volatility and emotional turmoil. Then in bull markets people call you lucky. That's the trade.
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Crypto is the only industry where you can 10x your money in a year and still feel like a schmuck.
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More lessons for myself that I will 100% forget to follow next time
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If you want to have a year's worth of experience in three months join a startup. If you want to have a year's experience over three years join a Fortune 500.
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Imagine hating rich people so much that you’d rather have less space technology.
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People who don’t own bitcoin because they can’t afford a “whole bitcoin” have never ordered a 1/4 chicken.
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Forget business school—watch company investor day videos instead. The CEO and top brass prepare for weeks to explain everything from engineering to sales.
Eg.
@nutanix
investor day is a veritable master class in enterprise computing. And it’s free.
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Why isn’t this flagged as misinformation?
You want to bring down inflation?
Let’s make sure the wealthiest corporations pay their fair share.
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Bitcoin - daily tweets, chants, and Clubhouse sessions to enforce HODLing
Ethereum - we’ll pay you to stake ETH
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"We think Dojo could be the world's best AI training computer..we might offer it to others as a service. Dojo could be a business line by itself." –Elon
Tesla just entered the AI hardware business. 🤯🤯
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It's so hard to convince friends to buy crypto.
Half the time they just won't do it.
Half the time it goes up 50% and they sell it.
Half the time it goes down 50% and they sell it.
So 150% of the time it just doesn't work.
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In every other age chads crushed nerds.
This is the age of nerds crushing chads.
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I really feel Peter Thiel's frustration. In a nutshell—take away the internet and we basically still live in the 80s.
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There are months when nothing happens. Then there are days when months happen. Let’s go $ETH. 🚀🚀
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With $NVDA nearing $1T, everyone is now calling AI the next internet.
Who could have known? You could have – if you had read
@ARKInvest
's whitepaper on Deep Learning in 2017. Those exact words, six years before it happened:
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SHIB flipping DOGE is v bearish for bitcoin. Basically OG status don’t mean sh*t.
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Successful ppl that have been fired:
- Steve Jobs
- Steve Ballmer
- Elon Musk
- Jack Dorsey
- Ev Williams
Who else?
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Fuck it i'm going to write the Ethereum Q1 earnings release. Whatever it takes to awaken my SaaS fellows from their dogmatic slumber.
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Netflix ML: every row in the Netflix UI (trending, drama, documentary etc.) uses a separate algorithm. The row order uses an ensemble. 300 person machine learning team. All research done on AWS.
#NIPS2017
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You only need one great trade a year. A 10x on a 10% position = you double your portfolio.
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