The state of AI explained in one image.

TSMC just posted revenue & operating profit which beat guidance.
What's impressive is that gross margin came in near top of guidance, despite a strengthening Taiwan dollar. (1% stronger TWD = 0.4% weaker gross margin).
GM was hit by about 280bps due to forex, management told investors Thursday.

Just in:
Taiwan was just hit by a big quake.
This alert, sent by phone, arrived 30-45sec before the tremor hit northern Taiwan.
Our alert system really worked.

Never forget that there’s “nothing to remember” about this day

There’s a better way to look at Deepseek

www.culpium.com/p/deepseek-i...

Huh? What?
Getting heaps of LinkedIn connection requests from accounts like this recently.
Microsoft can’t seem to contain the spread.

Time to play another game of Rumor Mill bingo.

Who will be the White House Lettuce?
I don’t imagine many will last the entire Trump term.

Whoever departs first is the Trump Lettuce.

-Elon
-Vivek
-Tulsi
-Gaetz
-Hegseth
-Rubio
-other?

ChatGPT has gleaned that I’m a leftie with a 3D Printer

I think about these two charts a lot.
It’s marvelous how prescient and earth shattering the observation was. Almost as important as Newton’s discoveries three centuries earlier.

Can you guess what I’m referring to?
Repost when you got it.

Scene in Taipei