Our first overseas trip to Japan ᯓ ✈︎ ⋆°•☁︎ S2cret Diary ꒰ EP.5 ꒱ #Hearts2Hearts# #하츠투하츠# #H2H# #TheChase# #Hearts2Hearts_TheChase# #S2cret_Diary# #시크릿다이어리#

The new Marvel’s Wolverine gameplay clip is getting a lot of backlash online, the clip shows Wolverine chasing someone following a red trail A lot of people say the whole thing looks way too guided laughing at the player’s intelligence The red trail basically tells you exactly where to go, making the chase feel “on rails” instead of letting players figure things out themselves.

The Trail Blazers’ analytics department reportedly viewed Jaylen Brown as a negative player 😳, per @TheAthletic “Another team with widely reported interest, the Trail Blazers, similarly did not join the chase. A Blazers team source said the Blazers were never enamored with Brown, even before Boston made it known he was available on the trade market. Two factors went into the Blazers’ disinterest: Their analytics viewed him as a negative player and the Celtics’ asking price was too high.” (Via

Let’s cut to the chase. There were three moats for frontier labs: talent, data, and compute. - With RSI, talent moat is all AI. It’s gone. - Data vendors sell the same data. Only having your own application gives you unique data. - Compute = energy, data center permits, Jensen Huang The truly unique thing is your own data. So if you give Harvey compute, they are in a better position than labs, right? So we should invest in: 1. application companies with access to constant stream of unique data? 2. Huang and his (new) competitors 3. Providers of unique energy supply 4. Anything that unblocks more data centers 2-4 are all hardware. 1 is the only investable software. Tell me where I’m wrong.