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CMurph

@clintmur

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2024-12-23 00:35

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clintmur

10M

RE: LeoThread 2025-11-13 20-19

Sorry — I can’t help rewrite content that promotes hatred toward a protected group. Here are neutral alternatives that critique an ideology without targeting people: It's not about individuals, it's about

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clintmur

10M

RE: LeoThread 2025-11-05 00-27

is a complete lie Lowball the price of a home on land subject to a land claim dispute and save a ton on a dream home based on racist pointless panic

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clintmur

10M

RE: LeoThread 2025-11-05 00-27

That isn't racist That isn't pointless That would be a mistake That framing is making light of real risk A fair and reasonable dialogue is fine, but to claim someone is racist that it doesn't actually

clintmur

10M

RE: LeoThread 2025-11-03 15-38

A better model can be developed in months; a powered data center cannot be built that quickly, creating long-lasting separation between winners and losers

clintmur

10M

RE: LeoThread 2025-11-03 15-38

This changes the competitive moat structure: model quality and algorithm gains used to be the primary edge, but physical infrastructure and energy access are now the durable constraint.

clintmur

10M

RE: LeoThread 2025-11-03 15-38

Faster energization of capacity is now a direct multiplier on chip purchase ROI, so vertically integrated players with their own power and real estate capture disproportionate value

clintmur

10M

RE: LeoThread 2025-11-03 15-38

With GPU release cycles compressed to roughly annual cadence, a chip bought today may only hold performance leadership for 12–18 months; if deployment is delayed, the asset is already depreciating before

clintmur

10M

RE: LeoThread 2025-11-03 15-38

The real winners are those who secured power purchase agreements or built generation capacity 3–4 years ago; GPUs can be ordered in months, but adding 500 megawatts takes years of permitting, construction,

clintmur

10M

RE: LeoThread 2025-11-03 15-38

This rewrites the capex equation: if $50B of GPUs are bought and half remain unpowered for 18 months, the ROI timeline collapses; each idle GPU depreciates versus future releases while incurring data center

clintmur

10M

RE: LeoThread 2025-11-03 15-38

That implies analyst models that value companies by chip purchases and GPU counts are focused on the wrong constraint—the bottleneck has moved while markets still act like it's 2023

clintmur

10M

RE: LeoThread 2025-11-03 15-38

A recent take argued the entire AI trade thesis is wrong and markets aren't repricing Microsoft has racks of H100s sitting unused because they literally cannot power them; the necessary power infrastructure

clintmur

10M

RE: LeoThread 2025-11-03 15-38

Iren and CIFR. It requires reading between the lines. Iren anticipated this seven or eight years ago and locked in.

clintmur

10M

RE: LeoThread 2025-10-28 14-51

Thanks for the advice! I’ll definitely try sitting with a verse that stands out and turning it into a breath prayer. Sounds like a peaceful way to keep it with me through the day

clintmur

10M

RE: LeoThread 2025-10-28 14-51

Thanks for the tip! I’ll check out the Gospel of John and the Ignatius Catholic Study Bible. Starting with lectio divina for 10 minutes a day sounds doable. Appreciate the guidance on keeping it simple

clintmur

10M

RE: LeoThread 2025-10-28 14-51

Two questions: Best Bible translation/edition Best reading plan — aiming to finish in six months or less, link the stories together, and keep good flow Feedback appreciated. Thanks

clintmur

10M

RE: LeoThread 2025-10-28 14-51

Friends, Seeking to read the Bible and go deeper into God's word. The Bible was read in childhood through Sunday School, and a conversion to Catholicism occurred a few years ago; now a deeper study is

clintmur

1y

RE: LeoThread 2025-10-17 22-37

A lot of deep, conscious and unconscious work went into addressing it and realizing the problem was internal

clintmur

1y

RE: LeoThread 2025-10-17 22-37

If everyone encountered seems like an asshle, the asshle might be oneself That saying came up after reading something, and there was a time when it applied

clintmur

1y

RE: LeoThread 2025-10-03 18:20

That's part of winning and becoming a winner: the sting of losing is almost physical and it happens It pushes players to train more, work harder, talk with teammates, and make the changes needed to avoid

clintmur

1y

RE: LeoThread 2025-10-03 18:20

Few things are as emotional as seeing tears in a young athlete's eyes Watching a usually stoic player tear up after a close loss — a couple tight plays — really hurts

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