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CBS News Live
3 months ago
CBS NewsJT Moodee Lockman
How Much is Power BI? Complete Pricing Breakdown!
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I am still bullish on $MU and $SNDK I think long term memory demand has the potential for multitudes of growth, and I don’t think the market is fully pricing in the potential in my opinion. Can you imagine a world where in 5-10 years we don’t need 10x more memory? I can’t.There is plenty of downside potential short term in my opinion, but I’m thinking long term and let’s see where the future takes us!
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@dwarkesh_sp sat down with @reinerpope and dropped some gems. What I took away:1. Inference is already a near-commodity business at the API layer: "Sell tokens via API" is structurally going to be low-margin regardless of model quality. The fact that Pope can reverse-engineer Gemini's KV cache size is because margins are already compressed enough that pricing tracks architectural cost, which only happens in commoditized markets. Means you can't charge much (used relatively here, this is not a co
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Why Does @dac_chain Use Two Tokens When Most Crypto Projects Use One?Most crypto networks run into a quiet but important problem: they try to make one token do everything.At first, this seems efficient. One token handles value, transaction fees, governance, and incentives. But in reality, this often creates tension in the system.When demand increases, the token price rises.When the price rises, transaction fees become expensive.When fees become expensive, everyday users start to leave.So ironica
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BREAKING: Eric Romo (@_Eric_Romo), President & COO of Impulse Space (@GoToImpulse) says: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense.""I think there are an awful lot of business models that are predicated on “when Starship allows me to launch for $200 a kilogram…” I think they’re all broken, & all those companies are going to fail." "I think we’ve seen this play out already with Falcon 9 & the pricing around it, where the costs of Falcon 9 allowed
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