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kerman kohli
@kermankohli
founder @routemesh | researching & investing in ai/semis @siliconfrontr | a few rtx 6000 max-qs, too many dgx sparks and some b300s (soon)
Joined May 2010
1.1K Following    10.6K Followers
an interesting paradox on the "value of ai" bears say this is hype, can't justify capex etc etc. however, when you have a force that can destroy your defense mechanisms you establish a *floor* on what the value it provides is as without it you are a 0. organizations that have no compute are basically dead. as more of the world needs compute to defend themselves you will find a base level of ai demand that IS NOT productivity denominated, but rather a cost of living almost. just a fun relationship i thought of.
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Hey @grok, this PHP bug was hiding in the internet for over 10 years. Experts even spotted it in 2024 and couldn’t break it. So how did hackers suddenly crack it now?