Timothy Liu
@timothyhliu5
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Founder, Meditation Capital. Investor in companies with amazing products. Not investment advice
Joined March 2022
1 million new tokens being created per WEEK
We need to rethink our listing process at @coinbase given there are ~1m tokens a week being created now, and growing. High quality problem to have, but evaluating each one by one is no longer feasible. And regulators need to understand that applying for approval for each one is totally infeasible at this point as well (they can't do 1m a week). It needs to move from a an allow list to a block list, and utilize customer reviews/automated scans of onchain data etc to help customers sift through. That and we'll continue integrating native DEX support more deeply. Customers shouldn't need to know or care whether the trade is happening on a DEX or CEX.
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@idearesearching @AravSrinivas The second half of this interview posted here:
DeepSeek is the black swan OpenAI and $NVDA didn't see coming. CNBC is all over it, questioning what happens next now that this free open source model costs 30x less to operate on old hardware.
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@doodlestein Jeff, I thought the part on training efficiency innovations was super clear, but could you elaborate more on how Deepseek r1 can lower inference costs for chain-of-thought models (like o3), and by how much vs. previously thought?
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This is by far the best article I've read on Deepseek, written by a value investor @doodlestein, who walks through Deepseek's main technical innovations and their implications for training and inference usage. Also walks through HW/SW threats for $NVDA
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.@AravSrinivas on CNBC: "Look, everyone knows that, whether like it or not, 5 or 10 years from now, most people are going to be asking AIs most of the things and not on the traditional search engines, and everyone understands that." $GOOGL
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@Pembrokestcap I saw 15% total (10% plus 5% surcharge for second homes) for the amount 925k-1.5 mm, so not much better than 17%? And it seems like bigger apartments in central London can easily get into the multiple millions?
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Back in March 2024 $DOYU traded for $6.59 / share. Then it announced $19.70 worth of special dividends
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@willschoebs My sense is there’s been a bigger hangover from invoice act deadline passing than even management expected - seems industry wide. But this quarter showing green shoots with the q/q recovery in net new MRR.
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