NVIDIA is down 15% since DeepSeek was released, but still double from a
year ago. It should be more concerning that the US will be on the losing
side of the trade war with China once they start developing their own chips
to bypass export restrictions.
https://sc.mp/2ng0w

On Tue, Jan 28, 2025, 6:17 AM John Rose <johnr...@polyplexic.com> wrote:

> On Monday, January 27, 2025, at 8:58 AM, Shashank Yadav wrote:
>
> "if history offers any advice to technologists, it is that core
> technologies become free commodities and because of internet distribution
> and de facto market standardization... that happens sooner with every turn
> of the crank."
>
>
> There are things going on behind the scenes with Project Stargate
> affecting all this. I'm hearing it has to do with mRNA.
>
> But the whole NVIDIA growth over the past few years made the pursuit of
> optimization obvious with better algorithms and improved math. The Bitcoin
> situation is similar. These distortions relate to the debt-based fiat
> monetary system. More debt has to be created faster to keep the system from
> collapsing. Any excuse to do that will be taken advantage of including
> pandemics, war and technological advance. But I'm not sure how purported
> free energy technologies come into play though it helps explain why they
> are suppressed.
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