BITCOIN AND ALTCOINS: BIGGEST CYCLE LOADING!!!! 🚨🚨🚨 00:00 Intro - BTC still around 200 WMA 00:10 BTC weekly chart - Still in the bear trend and buy zone 00:34 Norway sovereig wealth fund bought more MSTR 01:04 Saylor BTC video 01:58 Saylor BTC video 2 02:32 Stock market still in bull trend 03:05 SP500 video - victory cry 03:40 Time to think more bullish - BTC will shine 03:56 Ansem video - Start paying attention to crypto again 04:57 Bullmania AI - FOMO app and PUMP fun 06:34 Pump fun news - Callout rewards 07:45 SOL copying Robinhood - Stonkfun. Stocks pump memecoins 08:51 TREE protocol on top of LaunchOnSF - DeFi Summer of 2020 revival 13:41 Is it time to ape in? Dip your toes a bit 14:05 Welcome to the chat 14:19 Shout out to Bullmania AI - Sign up for the waitlist 15:26 Working on voice AI update - Ivan voice attempt 17:36 Gemini iincrease bitcoin holdings 17:45 Joe Rogan video - Shocked about Trump crypto earnings 18:58 New admnistration will bring problems for crypto 19:18 SpaceX and Tesla - Bullish since August 7th 20:20 Will Tesla be merged into SpaceX? 20:58 Tesla daily chart - potential price in 21:20 Advice to Elon - One ticker is better than two. Best for the pump and the mission 25:25 If merger happens - Premium will be paid 26:20 Metaplnet moved 4K BTC 26:29 OpenAI trouble in paradise, people leaving. 27:00 ChatGPT vs Claude 28:54 Trezor hack of customer data 32:00 What can happen after the hack 34:14 Tether passed the audit 34:39 Some quick news items 35:15 SPX prediction plebe noob mistake - A rant 36:53 Memory rally caused by fundamentals - video 39:57 Tom Lee video - Stocks going up on good news 41:56 Shout out to Bullmania - You need it before the bull market 44:22 Ansem vido - On new cycle. Get on chain 45:16 CashCat holding nicely 45:25 TOAD meme 45:42 WEB3 gaming recap - Remember Sandbox and the Metaverse fugazzi? 48:21 Ride the trend and max extract 48:43 Don't be too smart - You'll miss everything 49:11 Robinhod chain tVL close to 1B 49:28 Comparing AI bubble to Dot com bubble 50:11 Michael Burry predicting another crash 51:05 Q and A 51:27 Shout out to Bullmania 52:22 Bullmania AI - Michael Burry in full Cassandra mode 54:45 The curse of Cassandra 59:50 Outro - Bullmania user story

Featuring the man of the moment @dylan522p @shaunmmaguire in today's Training Data episode. Nobody is a more trusted industry insider to the biggest infrastructure build-out in history. The story of how Dylan became @SemiAnalysis_ is even more awe inspiring: a young motel kid, following his curiosity about the compute industry relentlessly down rabbit holes, from Reddit forums to audiobooks to Japanese chemicals conferences... 00:00 Introduction 01:58 Motel Kid Origins 03:11 Xbox Repair Spark 04:23 Internet Forums to Semis 06:42 From Quant to Founder 09:16 Homeless Research Roadtrip 14:04 InferenceX and Benchmarking 34:35 Sparse vs Dense Models 35:08 Interconnect Shapes Architecture 35:48 CUDA Moat Is Shifting 36:46 Ecosystems and Co-Design 38:46 Cerebras Speed and Limits 42:07 ROI Debates and Hot Takes 44:20 Ten Year Tech Bets 50:48 Compute Crunch and NeoClouds