#DSHR on #cryptocurrency #memecoins and fraud (and Steve Yegge and #Gas-Town)
on 02026-02-09#DSHR is like 77 and wrote #NeWS with #Gosling and also wrote the book on it before he became employee #4 at #NVIDIA, then later was chief scientist on #LOCKSS (#archival)
on 02026-01-05NVIDIA employee #4 David Rosenthal (#DSHR) thinks five-year straight-line depreciation is dramatically overstating #AI profits, because #NVIDIA chips are “more than half the #capex for a new data center”; also, 80–90% of #neural-networks energy usage is now inference rather than training. “If the lenders are using a five-year life when valuing the hardware as collateral they will run into trouble too. It is rumored that Macquairie was lending against GPUs using a seven-year life.” Quotes Ed Zitron: “#OpenAI currently spends $2.35 to make $1.” #finance #accounting
on 02026-01-05