9 pointsby novaRom3 hours ago3 comments

xvxvx2 hours ago
What’s everyone’s plans for all these cheap hard drives that are about to flood the market?
novaRom3 hours ago
https://archive.is/2zhuI
jacquesm3 hours ago
1.5T to go.
- raverbashing3 hours ago
  Sounds like there should be a formula for these AI companies
  Valuation < num params of their best model
  Or something like that
- ai_critic3 hours ago
  More of a Mistral fan, I take it?
  - jacquesm2 hours ago
    Not really. GLM 5.3 at the moment, and I'll be happy to drop it if something better gets released.
- toomuchtodo3 hours ago
  We’re almost to bubble contraction.
  CoreWeave Stock Wipeout Exposes Divide Between AI Fear and Greed - https://www.bloomberg.com/news/articles/2026-10-16/coreweave... - October 16th, 2026
  Nscale's Data Centers Hit by Fires, Angry Workers Ahead of IPO - https://www.bloomberg.com/news/features/2026-10-15/nscale-s-... - October 15th, 2026 ("The company has been able to build or lease less than 1% of the ‘potential’ capacity listed in its S-1")