Last Notes
:XMR:XMR #MONERO MERCHANT NOSTR :NOSTR:
https://i.nostr.build/cGFz7YVKLkCCM1aCc7ZEjA.jpg
XMR ecosystem
NOTHING FISHY ABOUT IT - JUST eat the cake 🐟️
btw how do i collapse large posts again in the web view? taking a lot of space in the tl
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Good morning, #nostr
#proof_of_walk
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Have a great week, ladies and gentlemen.
#photostr, #photography
GM! Photo taken in Meliana, València #spain #streetphoto #photography
https://i.nostr.build/ctuod9MA8AIxf3rGeUQie9.jpg
🤣😂 you have very good imagination 😜
Thanks franny, you too have a wonderful start of the week 🤙🏼🍀☕🫂
#GM Frens, wish me luck... 😷💉🔪⛏️🦷💥
The ATC recording is terribly disturbing
fugees on the block luxury cars and rolex,
while yer totally ignored by the feminist sex,
dwindled race going extinct just like the T-rex
n'you still a face-savin' simp mime'n a psychohex.
#gfy
#nevent1q…gt3e
That’s because it’s falling 🤷♂️
#noshit
https://media.damagebdd.com/6a41b4fce905382027c610476e7db6349dab76c02ab4f6c268f5fec961f6c560.jpg
This company in India manufactures custom cancer vaccines for $300k. Funded by Gates Foundation 😬 but still interesting!
https://rnafoundry.com/
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People talk about premonition as if it's something strange. It's not. It's just remembering in the wrong direction.
— The Twelfth Doctor
#DoctorWho
https://i.nostr.build/gXR4YEzhzVbuaWqMHZcWZb.jpg
#nevent1q…uzma
😋
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seems smell like pedonuts
In addition, prepare to be vaporized.
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All in 3 Club today, it must have been an easy one🙄😂.
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WORD5 #759 3/6* (Hard Mode)
⬛⬛⬛🟧🟧
🟧🟧⬛⬛🟧
🟪🟪🟪🟪🟪
https://otherstuff.ai/word5/
#word5 #wordle
Let's send him into a war and see how he fares
Happy to see #bitchat getting some traction
#whale #ocean #nature #stingray #underwater https://cdn.nostrcheck.me/ea6f0963cc996cbcc949c094fd391525a89a07d0aeb9ab6a8758b0e16cee6085.mp4
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I so do love that wedding dress
And did some people actually belief it? I mean is there actual damage for people buying up the supermarkets and testing russian logistics?
not me yawning while scrolling to this pic😂 GM🫂
whaaaat how is this 1 year ago lmao
On the record I am DANIEL.bit (in uppercase), unresolvable, and so the lowercase daniel takes presedint, in this case. I am the bastard. The search fails. Father!
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#watching this #Halloween themed FailRace Survive the Hunt.
https://www.youtube.com/watch?v=gmH1vDUzhZk
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doct (!aa747564): Eщё кpoвь 🩸. Mнoгo кpoви.... 🤣
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Bill Ackman：
在人工智能的推动下，世界正在发生非常剧烈且快速的变化。我认为 2026 年、2027 年，甚至 2028 年以后，发展的主轴都会是人工智能所带来的影响。
我们现在正处于一个迈向超级智能的阶段，而且获取智能的成本正在下降。
智能是世界上最宝贵的资产，而它即将变得普及化。这对社会、生产力、创业，以及那些参与这场人工智能革命国家的经济增长，都会产生非常巨大的影响。
我非常看好美国，墨西哥也会随之受惠，这当中的基础建设支出和能源需求，都将成为推动经济的重要引擎。
这就是我看到的巨大机会。
另一个机会是，我觉得中东或俄罗斯的战争可能快要结束了。如果我们能以实力求和平，全球就会因此享有和平红利。
但在风险方面，目前市场对资金的需求非常强烈。我们面临不少政治挑战，例如法国政府把 59% 的国内生产总值花在照顾人民上，但街头还是充斥着骚乱和抢劫。
这种社会主义国家的结构长期以来是行不通的。现在美国和世界其他地方出现了所谓的民主社会主义运动，我认为这项运动对长期的繁荣是非常大的威胁。
主持人：
全球最大的那几间科技公司，今年预计会砸下大约 6000 到 7500 亿美元在 AI 基础建设上。而且这些钱几乎全都是靠借贷来的。所以身为投资人，你觉得这种花钱规模撑得下去吗？而且，如果政府跟企业都在抢同一批资金，那这些钱到底要从哪里生出来？
Bill Ackman：
那些正在大量建设基础设施的超大规模云端服务商，本身就有足够的财力和信用来取得资金。
我比较担心的是那些纯粹经营新型云端服务的公司，他们就像是看准某个趋势就疯狂加杠杆的房地产开发商，这类公司的风险大很多，对资金成本也更加敏感。
像是马斯克在财报电话会议上提到 SpaceX 要盖好几个吉瓦级别的数据中心，如果目标要达成，他可能需要借 1 兆美元的资本。
现在很多公司在债务市场上的竞争规模已经达到国家等级，这导致债务供应量大幅增加。
在资金需求极高但供应有限的情况下，利率恐怕会一直维持在很高的水准。
@nprofile…5xqv 介绍一下这段话出处，以及比尔·阿克曼其人
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