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7:19LONG
“And what are the best open-source models today? They're Chinese... The American open-source models are not as good as the Chinese open-source models.”
@All-In Podcast
US AI safety limits push enterprises to Chinese open-source models, led by Alibaba's Qwen
BABALONG@ $113.88
$124.46+9.30%
since call Jun 13
peak +9.3%
“A gigawatt now costs $100 billion, guys... when I started this project, it was like $4 or $5 billion and it's increased by 20x.”
@All-In Podcast
Power is the binding constraint on AI; a gigawatt of capacity now costs ~$100B, up 20x, so power producers win
VSTLONG@ $145.47
$144.78-0.48%
since call Jun 13
peak +14.5%
60:27LONG
“The odds of a decacorn getting to a centacorn was about double that, was 13%. And then the odds of it going from centacorn to a trillion-dollar market cap was 31%.”
@All-In Podcast
The larger a company already is, the higher its odds of multiplying again, so own the largest tech mega-caps
XYZ100LONG@ $29,152.19
$28,025.99-3.86%
since call Jun 13
“Especially with a Kevin Warsh Fed, I think we could see north of 5.5, 6% overnight rates.”
@All-In Podcast
Inflation and out-of-control spending push overnight rates north of 5.5-6% under a Warsh Fed
TBTLONG@ $36.03
$39.12+8.58%
since call Jun 13
peak +9.2%
68:57LONG
“If China somehow runs out of reserves and they need to go back into the spot market to buy an extra 3 million barrels a day, there's a very big risk that oil gets... well past $100 and maybe between $150 and $200 a barrel.”
@All-In Podcast
If China's oil reserves run dry and it buys 3M extra barrels a day on the spot market, crude spikes to $150-200
WTILONG@ $83.54
$87.53+4.78%
since call Jun 13
peak +13.4%
TIMESTAMPS
7:19
18:26
60:27
66:51
68:57