Words do mean something, and you could have taken 5 minutes of research to make a reasonable counterclaim
Tesla has an insane PE ratio because it’s a casino stock (~350x). As a comparison, NVIDIA IS 40x. SpaceX
Is projected to be 300-500x. These are fantasy, completely unrealizable valuations. Similar to Enron, and Enron was over 70x. Enron wasn’t some surprise either.
Typically when PE gets out of whack, market analyzers dig into what is happening because it’s usually chicanery. No longer. Everyone is along for the ride.
On point #2, they are trying to do that right now. If spacex is fast tracked into the indices, passive investors via index funds will be forced into buying.
Somehow he's flipping $1T SpaceX + $250B xAI (which is now apparently a pile of trash, according to Elon) into a $1.75T IPO because all of the insider investors think they can get away with it, and they are probably right
> And that the result will be Iran becoming a democracy that fully joins the global community.
You can hope that (and I can hope that), but the powers that are driving this military action completely do not care about this outcome. Which makes it exceedingly difficult for me to think this will happen.
I know the US proxies keep blabbering about 'regime change', but there's zero intentionality behind the political work to do that. My guess is balkanization, which won't really go how the US/Israel wants it to go
I’m being earnest: what is an appropriate level of computer architecture knowledge? SIMD is 50 years old.
From the resource intro:
> Expected background: We’re going to assume you have a basic understanding of LLMs and the Transformer architecture but not necessarily how they operate at scale.
I suppose this doesn’t require any knowledge about how computers work, but core CPU functionality seems…reasonable?
As a real time rendering engineer, this is how it’s always been. NV obfuscates much of the info to prevent competitors from understanding changes between generations. Other vendors aren’t great at this either.
In games, you can get NDA disclosures about architectural details that are closer to those docs. But I’ve never really seen any vendor (besides Intel) disclose this stuff publicly
Tesla has an insane PE ratio because it’s a casino stock (~350x). As a comparison, NVIDIA IS 40x. SpaceX Is projected to be 300-500x. These are fantasy, completely unrealizable valuations. Similar to Enron, and Enron was over 70x. Enron wasn’t some surprise either.
Typically when PE gets out of whack, market analyzers dig into what is happening because it’s usually chicanery. No longer. Everyone is along for the ride.