LFG.  Grok-2 is now tied for second on the @lmsysorg leaderboard and still improving.

No AI lab is improving their models at a faster rate than @xai - they are compounding model quality roughly 20% faster than the second fastest.

Yes, I am biased but facts are facts.

Lots of commentary last night that telecom spending is beginning to accelerate.

*If* someone tries to create a coherent multi-campus training cluster next year as telecom spending rebounds, then I think we are likely to see an optics shortage.

Telecom capital intensity (capex/revenue for the big 3 US carriers) approaching 15 year lows is interesting.  

And there are some noticeable network quality differentials. https://t.co/WFrAvbHFGP

Micron commentary at Keybanc just now:

Data center demand remains very robust with continued AI strength and traditional servers (CPU) recovering.

Blackwell delay &amp; roadmap changes sound like they were communicated to customers and suppliers early last week so maybe some

Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U

GavinSBaker

@wnuz126014