Zephyr

@zephyr_z9174k followers

AI & Chips | Not Investment Advice | DYOD

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Posts 94 posts
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1Oct 21, '25BRUH Google lost over $100B in Market cap due to this tweet202×4.9M20k6202.4k
2Sep 14, '25> be Adobe, 40-year-old PDF jockey > 2025, stock doing a perfect -33% swan dive > “We’ll pivot to AI” says exec on 7-figure retention bonus > can’t ship a model because legal says 138×3.4M55k4.3k8.2k
3Sep 14, '25> be Elon > co-found OpenAI “for humanity” > watch Altman flip it into Microsoft’s lootbox > quietly.exe > launch xAI, poach the best GPU whisperers from DeepMind, OpenAI, Anthropi69.2×1.7M7k6781.1k
4Oct 26, '25He wears RMs that cost a few mil65×1.6M7.5k259622
5Sep 9, '25> be me, Intel > world domination status: achieved > have a license to print money with x86 > life is good > be 2007, some fruit company named Apple shows up > "hey can you make a 48.2×1.2M25k2.4k6.2k
6Sep 13, '25> be Google in 2017 > small team drops “Attention Is All You Need” on arXiv > execs nod politely, go back to selling ads for socks > let Transformer gather dust for 5 yrs like a vi41.6×1M10k6132.9k
7Nov 7, '25Since then: SanDisk +541% Kioxia +503% Seagate +135% WDC +212% SK Hynix +180% Samsung +72% Micron +142%37.7×917k1.4k78671
8Nov 2, '25SPICY Sam Altman is a master manipulator Mira and Ilya have lots of resentment against Sam34.1×830k1.8k61548
9Nov 12, '25"why did they randomly rush it out..?"32×779k2.8k56259
10Jan 20, '25Deepseek was releasing R1 today Wenfeng was securing AGI compute30.6×745k86671172
11Sep 14, '25> be Zuck in 2021 > “Facebook sounds evil, let’s rebrand to Meta” > announce the metaverse, everyone must live in legless VR > burn $45 Billion faster than a Tesla in a junkyard > 30.5×742k6.6k2551k
12Oct 6, '25Tracking unusual option purchases is the fastest way to make money nowadays30.1×734k7.1k1791.9k
13Oct 14, '25View post on X30.1×734k12k4831.2k
14Sep 19, '25> be Germany, export gigachad of Europe > 2021: "lmao just gonna sip cheap Russian pipe-gas and print cars forever" > 2022: Putin speed-runs Special Gasectomy, replaces pipeline wi27.4×666k9.2k9062.6k
15Oct 11, '25It was 3.5 Billion Dollars 💀💀26.7×651k3.9k118677
16Sep 28, '25I have met BlueSky users but I have never met a Threads user26.5×645k17k238423
17Sep 11, '25> be me, NVIDIA in 2006 > making GPUs so gamers can play World of Warcraft in HD > Jensen Huang has a vision > "what if we made them do... math?" > entire boardroom thinks he's fin25.4×619k8.3k7173.4k
18Sep 8, '25> be Dario Amodei, 2019 > working at OpenAI > suddenly get a case of the super ethical fear feels about GPT-2 > "We can't release this! The misalignment risk is too high! The paper25.3×616k5.5k3851.6k
19Oct 16, '25Broadcom's 5th customer ($10B) isn't Apple or XAI It's Anthropic. They won't design a new chip. They will be buying TPUs from Broadcom. Expect Anthropic to announce a funding round25×608k1.1k100284
20Oct 2, '25WTF did I just read. "OpenAI requiring 900K wpm of DRAM demand by 2029" Buy every WFE supplier and DRAM supplier under the sun Google will require a similar amount, and other hyper24.8×604k1.6k1491.6k
21Oct 16, '25Google officially starts selling TPUs to external customers and competes directly with Nvidia now23×559k3.6k242683
22Sep 10, '25Meanwhile, JP Morgan is modeling when will Labubus peak21.9×532k9.9k7141.9k
23Sep 27, '25> be Boomer, proud owner of three non-running cars and a lawn that looks like Afghanistan >Google wants to build 500-acre data center, promises actual jobs that don’t involve fryin21.4×520k5.3k301769
24Feb 17, '25Whale has the Mandate of Heaven now19.2×467k4.1k285499
25Aug 31, '25Lucy Guo's PR team is working overtime to cover the prostitution scandal16.9×411k2.6k55438
26Oct 18, '25A lot of Deepseek interns have left the startup to pursue their PhD.15.5×378k2.1k36359
27Aug 31, '25> be me, browsing Twatter > see post from "Arcarae" > mfw I've never heard of it > "I am excited to announce that Arcarae has $2.5M in funding" > holy shit some VC actually fell fo15.5×376k2.6k84570
28Oct 23, '25Very interesting So China believes that they have to conquer 5 technologies: Lithography machine, Photoresist, Airworthiness standards, Core industrial software, Aeronautical desig14.2×346k2.8k4001.6k
29Jan 26, '25Deepseek will be getting full government support13.6×331k2.6k279549
30Oct 21, '25>be Tarek Mansour >intern at Goldman, they hand him the most toxic structured credit book ever conceived >“lol just delta-hedge Brexit” >sells it all, buys a one-way ticket to MIT,13.4×327k1.4k44731
31Sep 15, '25> be CFO of Lululemon, 2025 > earnings call opens like a funeral dirge > Americas revenue limps +1%, comparable sales down 4% > U.S. foot traffic nosedives 8.5%, stores emptier tha13.2×321k3.5k114741
32Sep 14, '25> be 25 year old Taiwanese STEM grad, top 10% of class > land “prestigious” job at world-famous ODM sweatshop > starting salary: 22K NTD/month, same as 2009 intern subsidy > boss p12.7×309k3.4k3601.5k
33Sep 11, '25The reason why Twitter downloads exceeded Threads is very sad12.2×297k2.2k9196
34Dec 27, '24Deepseek went so hard that Altman started coping12.1×295k2.9k135306
35Nov 1, '25View post on X12.1×294k2.1k65318
36Nov 6, '25>be Alfred Lin >Taiwanese kid, Harvard applied math >drop out of Stanford PhD >sell LinkExchange to Microsoft: $265M >run Zappos, sell to Amazon: $1.2B >join Sequoia, become Midas 11.7×286k1.7k85550
37Oct 25, '25This is super funny Bessent really thought that the pitbull got fired11.5×279k3.1k232211
38Oct 7, '25Grid upgrades incoming, boys Lots of good picks here11.3×276k2.1k51746
39Oct 24, '25"this layoff was decided based on lines of code diffs." Wang is an idiot if he really did this Fired all the quality talent10.5×255k1.3k30182
40Mar 1, '25The reason why I'm saying all this is becuz the whale is processing 600B tokens & outputting 150B tokens per day on 300 H800 nodes (2400 H800s) 100x (240K) will get u 60T token10.4×254k1k71340
41Jul 24, '25>Wife leaves >Poasting game instantly improves10.4×252k9.3k230396
42Oct 7, '25>be The Information's star "finance" reporter >failed 8th grade math but own 3 Hermes bags so whatever >leaked Oracle slide: $900 M revenue, $125 M gross, $100 M red on Blackwell G10.2×248k1k54458
43Mar 26, '25Massive release from SiCarrier/Huawei They went ALL IN10.1×245k926148319
44Aug 30, '25>Spend $14B on buying Scale >Data quality turns out be low >Researchers at MSL complain >Have to use competitors like Surge LOL LMAO9.9×241k1.8k81315
45Sep 2, '25> be Yang Zhilin, absolute legend > creates XLNet at Google, basically teaches BERT a lesson in "hold my beer" > leaves to start own thing, calls it "Moonshot" because of course he9.8×238k2k163899
46Dec 29, '24The Chinese entered the artificial diamond market and crashed the price U can buy a synthetic diamond making machine for 200K on AliExpress and start ur own enterprise9.5×230k86740167
47Sep 25, '25REPEAT AFTER ME: The MODEL is the PRODUCT9.4×228k1.2k41311
49Sep 1, '25> be Jie Tang > CS professor at Tsinghua, literally the MIT of China > 2019, see the GPT wave coming a mile away > decide the Middle Kingdom needs its own sovereign AI > found Zhip9.3×225k1.9k1531k
50Nov 8, '25Master manipulator Altman strikes again9.2×224k1.4k39159
51Oct 6, '25BRUH8.9×216k2k35378
52Sep 21, '25Sandisk's stock price has nearly tripled since this tweet Seagate has nearly doubled8.7×213k1.2k53618
53Oct 25, '25Fujikura is a very interesting stock IPOed at 350 Yen in 1985 Moved sideways for the next 35 years and was trading at 250 Yen in 2020 Is now up 6000% in the last 5 years They have 8.7×211k95943359
54Mar 13, '25PPPPUUUUSSSSSSSSYYYY8.3×202k7.5k449199
55Sep 3, '25> LLaMA dev at Meta, 2025 > just finished "training" LLaMA 4 Maverick on 120,000 H100s > cost more than Zuck's entire Hawaiian bunker complex > we're gonna own these Chinese open-s8.2×200k2k121621
56Sep 16, '25> be me, Elon "GPU golem" Musk > "we're gonna build a 1 M sqft GPU temple in 6 months, get the warehouse keys" > entire OpenAI campus still arguing over lunch menu, I already poure8.1×198k2.7k228568
57Oct 6, '25>be OpenAI >“we’re AGI-maxxing bro trust the plan” >revenue? lol lmao >burn cash faster than a Saudi prince in a Monaco casino >walk into PIF like “salam, got a PowerPoint and a pr7.5×182k1.7k174541
58Sep 14, '25My Chinese AI labs tier list: S: Deepseek, Bytedance A: Moonshot, Zhipu (Zai), Qwen B: Tencent, StepFun, Baidu, Meituan C: InternLM, Minimax, Xiaomi, RedNote Left the race: Baichua7.4×181k1k62428
59Oct 30, '25Meanwhile, Deepseek hired a high school kid to work on R16.9×168k1.6k35231
60Sep 29, '25They cracked cheap long context LFG!!!6.6×160k1.5k62305
61Oct 1, '25Wow RenTech will support Terence Tao's research at UCLA6.5×159k1.9k98256
63Sep 16, '25> be Sherwin-Williams, 158-year-old paint empire > Q2 2025: sales up 1 %, EPS down 14 %, stock still up because “number go brrr” > CEO on earnings call: “softness is transitory” > 5.8×141k1.3k62287
64Sep 18, '25> 5-foot-nothing Masayoshi, caffeine-based lifeform > grandpa smuggled out of Korea, I smuggle Pong machines into Cali dorms > professor says “kid, your translator is neat” → Sharp5.6×136k2k154887
65Oct 28, '25Rumor: Meta is considering purchasing Google TPUs The floodgates are now open It's Google vs Nvidia TPU vs GPU5.2×127k1.1k41133
66Sep 17, '25> be soyboy Moskovitz, Zuck’s leftover spare > build Asana, the Excel-of-feelings for HR girlies > search bar returns your ex’s Venmo instead of a due date > stock down 90%, call i5.1×124k96737310
67Oct 6, '25Everyone is scared of Jensen The post mentions Nvidia more times than AMD, despite the deal being about AMD Jensen may bump them down the preference list due to this5.1×124k1.5k4799
68Oct 19, '25FACTS5.0×121k1.6k105421
69Sep 16, '25> be Tiger Global in 2021, peak galaxy-brain VC > strategy: “Ctrl-C SoftBank, Ctrl-V but faster” > DD checklist: 1) Is it tech? 2) Does chart go up? 3) Profit (optional) > Zoom pit4.8×117k96439358
70Nov 20, '24OpenAI down bad4.8×116k2.3k131404
71Nov 9, '25>be 30-year old wagie, finally buying house >Trump announces 50-year mortgages to "build equity" >bank: "You'll pay until you're 80" >me: "I'll be dead" >bank: "The estate pays the4.7×114k96163174
72Nov 6, '2510x cheaper than GPT-5 and 20x cheaper than Sonnet 4.5 No wonder OpenAI needs the government money4.7×113k1.3k77243
73Sep 23, '25> be CRDO, the purple cable that prints money > 500 % in 12 months, still not a meme on WSB > sell $200 purple ethernet cord to Zuck, call it “HiWire AEC” > Zuck plugs 400G AI clus4.6×113k98152566
74Sep 28, '25Jensen running the whole game like a gangsta4.5×109k1.4k75280
75Sep 13, '25> be nvidia > want to sell more GPUs to china > why?? > check the CUDA developer stats > ohfugg.jpg > half of them are chad chinese developers > see them starting to play with Huaw4.3×106k1.1k111280
76Sep 23, '25Alibaba Qwen officially achieves frontier lab status LFG4.3×105k1.1k68140
77Sep 13, '25> be American soyboi > plant 80 million acres of beans > check futures: "literally gold with pods" > ping China: “usual 40 million tons?” > China: “lol tariffs go brrrr, we buying 4.0×98k1.3k97179
78Sep 11, '25> be me, Sam Altman the God King of OpenAI > building the literal future, making AGI, printing money with Microsoft, life is good > November 2023 > get a text from the Evil Council3.9×96k1.1k46540
79Sep 22, '25> be me, mid-tier autist with RH gold and a gut feeling > June 2025: normies chasing NVIDIA at 150× earnings > I’m buying “boring” Sandisk & Seagate, calls so out-of-the-money they3.9×95k90433268
80Jan 22, '2540 year old "King of Quants" in China is getting called young computer nerd3.8×92k1.9k94319
81Sep 15, '25> be a 30 year old NAND trader who still lives with mom > 2023: suppliers slash wafer starts like it’s a Black Friday clearance > prices stop falling, everyone shocked Pikachu face3.7×90k1.2k64431
82Jan 21, '25For anyone worried about Chinese gov stopping the open sourcing of Deepseek models after this3.6×88k1.2k136295
83Mar 8, '25Dawg went to work at Openai and started looking like a serial killer3.6×88k1.5k1779
84Sep 22, '25> be me, Oracle sales rep, just woke up from a coke nap > phone rings: “OpenAI needs 10 GW, they asked for you by name” > immediately book entire state of Texas as a “data corridor3.6×88k1.1k53245
85Nov 6, '25AND Kimi also moves to the Frontier Tier with the release of K2 thinking3.6×88k89956204
86Oct 10, '25View post on X3.6×87k1.5k2639
87Jan 20, '25Altman & half of D.C. see this face in their nightmares3.5×85k1.1k65122
88Sep 10, '25> be me, Larry Ellison, 1977 > smoking a cigar, looking at a blank whiteboard with two other nerds > "So, the CIA wants a database. Let's call it... Oracle. Sounds mysterious." > "3.5×85k1k87436
89Oct 10, '25Bro they haven't even touched Tungsten yet They can escalate a lot3.4×84k1.8k104142
90Oct 22, '25LOL China is dropping trailers for 5-year plans now Btw, I recommend everyone to read it when it comes out They serve as pretty good indicators I read the 14th 5-year plan in 2021 3.4×82k1.4k108548
91Sep 27, '25One of the best product video, I have ever watched Easily smokes every Cluely video2.7×65k97032167
92Oct 2, '25🤣🤣🤣🤣🤣🤣2.6×63k1.4k39107
94Sep 16, '25> be American soyboi > plant 80 million acres of beans > check futures: "literally gold with pods" > ping China: “usual 40 million tons?” > China: “lol tariffs go brrrr, we buying 2.3×56k1.2k61183
95Sep 15, '25> be Wang Xingxing, 2016, broke grad student > builds knockoff robo-dog in dorm, names it “XDog” because originality costs extra > video drops on Bilibili, goes harder than a TikTo2.2×53k89763225
97Nov 1, '25Elon cooked Altman's ass1.8×45k9722228
98Jan 25, '25Levels of cope never seen before0.9×22k1.1k4924

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