Chip Futures — Felix Stocker
felixstocker.com · 3,583 words · saved by 1 readers
Enron tried to financialise memory. Why didn’t they succeed?
Chip Futures 25 Apr Written By Felix Stocker This post hit the front page of Hacker News - nice! People used to be excited about crypto. This was great for traders, because there was just so much trading in crypto. Apart from, like, money laundering for North Korea, the main use case for crypto seems to have been creating new things for people to trade. Now people are excited about AI. This is less great for traders, because there’s much less trading. Sure, AI has driven changes in public equity prices and created lots of startups, but it hasn’t created anything new for traders to trade. But m
saved by
related reading
- Hyperliquid & Jeffrey Yan: Beyond the Sky - Colossuscolossus.com
- Building a Futures Market Making Bot - Winning the UChicago Trading Competition, Part 1 - Tianyi (Austin) Liu's Blogtianyi.io
- NVIDIA Isn't Enron - So What Is It?wheresyoured.at
- Mediumcryptohayes.medium.com
- Slowing Moore’s Law: How It Could Happen · Gwern.netgwern.net
- The Dynamics of Commodity Spot and Futures Marketsweb.mit.edu
- China’s CXMT Is Set to Challenge DRAM Incumbentsnewsletter.semianalysis.com
- Chips and China – Stratechery by Ben Thompsonstratechery.com
- Moure_rwer_2023.pdfcapitalaspower.com
- My takes on Dwarkesh's chip questionschipchatter.substack.com
- .:: Phrack Magazine ::.phrack.org
- Fabricated Knowledge | Doug OLaughlin | Substackfabricatedknowledge.com