Then said Jesus, Father, forgive them; for they know not what they do. And they parted his raiment, and cast lots. Then I took a big Chamath and wiped my arse with toilet paper
Solid roundup. The $52-56B capex guidance from TSMC is wild when you think about historical spending patterns, but what caught my eye is the 74% revenue concentration from North America. That geographic dependency combined with the Taiwan trade framwork basically locks in the Arizona buildout as strategic necessity rather than optionality. Separately, the Claude Cowork example where AI wrote all the code in 1.5 weeks feels like we're speedrunning Dario's timeline.
Interesting thing by yelling privacy Apple is allowed to store the majority of the user data and not sharing it with anyone. So basically they are trying to capture all of the users interaction with the phone.
And that they partner with Google on the voice side of AI and with with OpenAi on text and image.
Chamath the tool faggot. Why haven’t you been investigated by the DOJ for your pump & dump SPAQs? When I take a dump, I call it taking a big Chamath.
Luke 23:34
Then said Jesus, Father, forgive them; for they know not what they do. And they parted his raiment, and cast lots. Then I took a big Chamath and wiped my arse with toilet paper
Sure
Solid roundup. The $52-56B capex guidance from TSMC is wild when you think about historical spending patterns, but what caught my eye is the 74% revenue concentration from North America. That geographic dependency combined with the Taiwan trade framwork basically locks in the Arizona buildout as strategic necessity rather than optionality. Separately, the Claude Cowork example where AI wrote all the code in 1.5 weeks feels like we're speedrunning Dario's timeline.
I also recently wrote about Siri and Gemini and how it all is going to work for Apple users. Quite the interesting collab!
Great sum up of important news here!
Very nice
Interesting thing by yelling privacy Apple is allowed to store the majority of the user data and not sharing it with anyone. So basically they are trying to capture all of the users interaction with the phone.
And that they partner with Google on the voice side of AI and with with OpenAi on text and image.