Anders Lindman
@anderslindman.com
My estimation is that the hyperscalers using Nvidia GPUs, that's insanity, and that Google's TPUs wipe the floor with those expensive, power-hungry and general AI chips. It would be better and less destructive in my opinion to throw all that money down the drain. #Finance
November 17, 2025 at 12:02 PM
My estimation is that the hyperscalers using Nvidia GPUs, that's insanity, and that Google's TPUs wipe the floor with those expensive, power-hungry and general AI chips. It would be better and less destructive in my opinion to throw all that money down the drain. #Finance
My guess is that Bitcoin from the get-go was designed for tokenized assets. And now with the Bitcoin politburo having increased the op return size, Larry Fink and his collaborators can make their prediction come true. #Bitcoin
November 17, 2025 at 11:10 AM
My guess is that Bitcoin from the get-go was designed for tokenized assets. And now with the Bitcoin politburo having increased the op return size, Larry Fink and his collaborators can make their prediction come true. #Bitcoin
In a war, should we turn the other cheek? No, my suggestion is that we should give the finger to both sides of the war, including to our own side, haha. #philosophy
November 17, 2025 at 10:29 AM
In a war, should we turn the other cheek? No, my suggestion is that we should give the finger to both sides of the war, including to our own side, haha. #philosophy
Not only is Nvidia worthless and finished, so is TSMC. Why? Because look at the long-term accelerating historical trends of progress, and TSMC is moving in the opposite direction, into a grinding slowing down of progress. #Finance
November 17, 2025 at 4:31 AM
Not only is Nvidia worthless and finished, so is TSMC. Why? Because look at the long-term accelerating historical trends of progress, and TSMC is moving in the opposite direction, into a grinding slowing down of progress. #Finance
I predict that China will pull the rug from under the Western profit-driven economy through open source automation. And this is supported by how Ray Kurzweil has shown how technological progress causes the price of products and services to approach zero over time. #geopolitics
November 16, 2025 at 8:59 AM
I predict that China will pull the rug from under the Western profit-driven economy through open source automation. And this is supported by how Ray Kurzweil has shown how technological progress causes the price of products and services to approach zero over time. #geopolitics
Using AI is like using a pocket calculator instead of doing manual calculations. Tremendous speedup. Yet, it's still effort. The real power comes when we don't even need to use AI directly. #AI
November 14, 2025 at 4:06 PM
Using AI is like using a pocket calculator instead of doing manual calculations. Tremendous speedup. Yet, it's still effort. The real power comes when we don't even need to use AI directly. #AI
I got an idea! That the reason the stockmarkets ignore the actual tech the companies produce, is that if not, then the company values would become too predictable. So big investors instead play other games. #Finance
November 14, 2025 at 6:03 AM
I got an idea! That the reason the stockmarkets ignore the actual tech the companies produce, is that if not, then the company values would become too predictable. So big investors instead play other games. #Finance
This may be incredible FUD, haha, but anyway, big investors selling their bitcoins may be because the Chinese report about stolen bitcoins could indicate a security breach in the Bitcoin network itself. #Finance www.globaltimes.cn/page/202511/...
www.globaltimes.cn
November 14, 2025 at 5:49 AM
This may be incredible FUD, haha, but anyway, big investors selling their bitcoins may be because the Chinese report about stolen bitcoins could indicate a security breach in the Bitcoin network itself. #Finance www.globaltimes.cn/page/202511/...
Exponential tech progress is deflationary as Ray Kurzweil has shown, so even if Nvidia would be able to sell a lot of GPUs, which I doubt, the revenue would approach zero over time. Have investors taken this into account? #Finance
November 14, 2025 at 2:06 AM
Exponential tech progress is deflationary as Ray Kurzweil has shown, so even if Nvidia would be able to sell a lot of GPUs, which I doubt, the revenue would approach zero over time. Have investors taken this into account? #Finance
The big American tech companies are planning to build their own AI chips, and China has stopped buying U.S. microchips, so who will Nvidia sell their GPUs too? #AI #Finance www.youtube.com/watch?v=2t5C...
China Just ENDED America’s Tech Leverage — Here's How
YouTube video by World Affairs In Context
www.youtube.com
November 12, 2025 at 3:41 PM
The big American tech companies are planning to build their own AI chips, and China has stopped buying U.S. microchips, so who will Nvidia sell their GPUs too? #AI #Finance www.youtube.com/watch?v=2t5C...
The Chinese government might be honest about Bitcoins stolen, because if they told something untrue that would cause badwill in the international community. Can someone hack Bitcoin addresses? Maybe that's what China indirectly is hinting at. #geopolitics finance.yahoo.com/news/china-a...
China accuses US of orchestrating $13 billion Bitcoin theft
Investing.com -- China’s cybersecurity agency has accused the American government of stealing approximately $13 billion worth of Bitcoin in what represents China’s latest attempt to attribute major cy...
finance.yahoo.com
November 12, 2025 at 8:17 AM
The Chinese government might be honest about Bitcoins stolen, because if they told something untrue that would cause badwill in the international community. Can someone hack Bitcoin addresses? Maybe that's what China indirectly is hinting at. #geopolitics finance.yahoo.com/news/china-a...
Cerebras is NOT using Nvidia chips, but their own Wafer-Scale Engine (WSE) chips. This strengthens my view that Nvidia's GPUs are overrated. And CNBC I found now has this video about how Amazon is building a datacenter without Nvidia chips. #AI #Finance www.youtube.com/watch?v=vnGC...
No Nvidia Chips Needed! Amazon’s New AI Data Center For Anthropic Is Truly Massive
YouTube video by CNBC
www.youtube.com
November 11, 2025 at 5:01 AM
Cerebras is NOT using Nvidia chips, but their own Wafer-Scale Engine (WSE) chips. This strengthens my view that Nvidia's GPUs are overrated. And CNBC I found now has this video about how Amazon is building a datacenter without Nvidia chips. #AI #Finance www.youtube.com/watch?v=vnGC...
When people wave their hands and arms on YouTube it looks so contrived! So rehearsed and mechanical. Notice the lack of flow and puppet on a string movements. Robots are becoming more like humans, and humans are becoming robotic, haha.
November 11, 2025 at 1:41 AM
When people wave their hands and arms on YouTube it looks so contrived! So rehearsed and mechanical. Notice the lack of flow and puppet on a string movements. Robots are becoming more like humans, and humans are becoming robotic, haha.
Will China mess with Taiwan? My guess is, no way, because that would be to destroy their own Trojan horse, haha. #geopolics
November 10, 2025 at 10:10 AM
Will China mess with Taiwan? My guess is, no way, because that would be to destroy their own Trojan horse, haha. #geopolics
Watch out for tricky Chinese propaganda, which is the opposite of the Western kind, such as claims like SMIC being able to manufacture 7nm microchips. In reality they did that in 2021, so it's a downplaying form of propaganda tricking Westerners into false security. #geopolitics
November 8, 2025 at 2:27 PM
Watch out for tricky Chinese propaganda, which is the opposite of the Western kind, such as claims like SMIC being able to manufacture 7nm microchips. In reality they did that in 2021, so it's a downplaying form of propaganda tricking Westerners into false security. #geopolitics
People literally can't think for themselves, and a Jedi mind trick is being played on them regarding Google's TPUs: "These are not the AI chips you are looking for." And in the future people from today will look very stupid after Google having wiped the floor with Nvidia. #AI
November 8, 2025 at 2:07 PM
People literally can't think for themselves, and a Jedi mind trick is being played on them regarding Google's TPUs: "These are not the AI chips you are looking for." And in the future people from today will look very stupid after Google having wiped the floor with Nvidia. #AI
I have an idea that Google's TPUs are a bit similar to PageRank for web search that made Google the market leader after the dot-com boom. That Google will take the lead in AI just like how they did with web search. #AI #Semiconductors #Finance
November 8, 2025 at 1:13 AM
I have an idea that Google's TPUs are a bit similar to PageRank for web search that made Google the market leader after the dot-com boom. That Google will take the lead in AI just like how they did with web search. #AI #Semiconductors #Finance
I believe allocated gold tokens on Bitcoin could challenge TINA (There Is No Alternative). Fully backed, 24/7 tradeable, with metadata on-chain. Gold meets blockchain liquidity. #Gold #Bitcoin #Investing #Finance
November 7, 2025 at 12:57 AM
I believe allocated gold tokens on Bitcoin could challenge TINA (There Is No Alternative). Fully backed, 24/7 tradeable, with metadata on-chain. Gold meets blockchain liquidity. #Gold #Bitcoin #Investing #Finance
Tokenized Gold Security: Even if cryptography fails & a token is stolen (technical hack), the original metadata—the asset's unchangeable legal record of ownership—is preserved by Bitcoin's ledger.
The history is legally binding.
#Bitcoin #Finance #Tokenization #DigitalGold
The history is legally binding.
#Bitcoin #Finance #Tokenization #DigitalGold
November 5, 2025 at 5:34 PM
Tokenized Gold Security: Even if cryptography fails & a token is stolen (technical hack), the original metadata—the asset's unchangeable legal record of ownership—is preserved by Bitcoin's ledger.
The history is legally binding.
#Bitcoin #Finance #Tokenization #DigitalGold
The history is legally binding.
#Bitcoin #Finance #Tokenization #DigitalGold
I asked an AI chatbot about the yen strengthening in line with stockmarket decline, and it replied: "Yes, we have seen a textbook example of this exact "risk-off" correlation happen in the past 48 hours." It could cause a snowballing effect. #finance
November 5, 2025 at 1:00 PM
I asked an AI chatbot about the yen strengthening in line with stockmarket decline, and it replied: "Yes, we have seen a textbook example of this exact "risk-off" correlation happen in the past 48 hours." It could cause a snowballing effect. #finance
Something doesn't compute with Japan's strict discipline and sloppy monetary system. I suspect a long-term manipulation plan! To trick the West. Like a planned yen carry trade unwind on a massive and global scale. #geopolitics #finance
November 5, 2025 at 10:33 AM
Something doesn't compute with Japan's strict discipline and sloppy monetary system. I suspect a long-term manipulation plan! To trick the West. Like a planned yen carry trade unwind on a massive and global scale. #geopolitics #finance
This I found interesting, HiSilicon, Huawei's microchip company officially says that their Kirin 9000 chipset is 5nm. #semiconductors www.hisilicon.com/en/products/...
Kirin 9000 Chipset | HiSilicon Official Site
Kirin 9000 is the most mature 5G SA solution in the industry. It brings users a fast 5G existing network experience. It newly upgrades Cortex-A77 CPU. The main frequency of the large core exceeds 3.1G...
www.hisilicon.com
November 4, 2025 at 7:57 PM
This I found interesting, HiSilicon, Huawei's microchip company officially says that their Kirin 9000 chipset is 5nm. #semiconductors www.hisilicon.com/en/products/...
My theory is that TSMC and Foxconn are Chinese Trojan horses (Taiwan is a Chinese province), to lead the West into a slow lane of progress. And that it's incredibly naive to believe otherwise. Think long-term 3D chess. #geopolitics #strategies
November 3, 2025 at 6:28 PM
My theory is that TSMC and Foxconn are Chinese Trojan horses (Taiwan is a Chinese province), to lead the West into a slow lane of progress. And that it's incredibly naive to believe otherwise. Think long-term 3D chess. #geopolitics #strategies
If OpenAI can't catch up with Google's decades of AI research, then how can I claim that the Chinese tech industry can? Because my guess is China has been running a Manhattan Project style research and development in things like AI, semiconductors and robotics for decades. #AI
November 3, 2025 at 10:24 AM
If OpenAI can't catch up with Google's decades of AI research, then how can I claim that the Chinese tech industry can? Because my guess is China has been running a Manhattan Project style research and development in things like AI, semiconductors and robotics for decades. #AI