DeepTechForge @DeepTechForge
All things deep tech - Physical AI, robotics, semiconductors, autonomy, manufacturing, materials, supply chain, energy, infrastructure & future tech. Joined July 2026-
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@MelvinInvests @LgDoucet Milk Road AI podcast is very good.
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Why GPU chips depreciate: Silicon doesn't rust, but the brutal economics and physical reality of AI workloads guarantee a short, intense lifespan for modern hardware. Economic Obsolescence: • Rapid cycles: New, vastly superior architectures launch every 12-18 months • Value cascade: Premium AI chips are demoted to lower-value tasks (inference, analytics) within 2-3 years • Revenue drop: Earning power per hour plummets as they handle less demanding work Physical Degradation: • Extreme stress: AI tasks repeatedly max out utilization and power limits • Silicon aging: Constant thermal cycling and physics permanently wear out transistors • Efficiency loss: Aging hardware demands more power for the exact same compute Accounting vs. Reality: • Economic death: A GPU is functionally dead when electricity & cooling cost more than the compute is worth, long before the chip actually stops working
@TychodeFeijter At some point, rich ppl in heavily taxed dysfunctional countries will be like eff it I am settling in China & live a king’s life with mere middle class level expenses.
@MelvinInvests $NVDA $AVGO $COHR $LITE $CRDO $MRVL $FN $CIEN $CLS
@SemiAnalysis_ @dwarkesh_sp @dylan522p Secret practitioner of yogic mudras 😀
@holidayrobots Please get a verified account
@WeekendInvestng So many in the US and so little in India.
@michaeljburry Stage 3 -> Stage 4 ??
Bull Theory TeamAlt �... @JenniferTe99812
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Paola Rojas🐝 @paoIaa_rojas
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Humanoid Dispatch-clo... @HumanoidDspatch
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かんてん @kanten_se
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a16z @a16z
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GDP @bookwormengr
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Loong of the east @loong_of
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ANYbotics @anybotics
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X Money @XMoney
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CK Capital @CKCapitalxx
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eyecandy robotics @eyecandyrobots
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Creative Strategies, ... @creativestrat
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Nature Physics @NaturePhysics
525K Followers 796 Following A journal for cutting-edge physics research. Facebook: https://t.co/R7YLdoW5ym… Instagram: https://t.co/1kC90d1rgc
American Physical Soc... @APSphysics
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MIT Physics @MIT_Physics
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CERN @CERN
2.4M Followers 447 Following CERN is the European laboratory for particle physics, home to the #LHC. — All media © CERN, human-generated unless otherwise stated. French: @CERN_FR
IceCube Neutrino Obse... @uw_icecube
20K Followers 436 Following The #NSFfunded IceCube Neutrino Observatory is an array of optical sensors located in Antarctic ice that detects the presence of neutrinos.
Fermilab @Fermilab
116K Followers 407 Following America’s particle physics and accelerator laboratory. Working to solve the mysteries of matter, energy, space, and time. @Energy #NatLab. Bison and bosons.
CMS Experiment CERN @CMSExperiment
56K Followers 260 Following One of the world's biggest #physics experiments, found on @CERN 's #LHC . We use #HighEnergyPhysics to study the #universe ✨ #Science papers: @cmspapers
Tony Kim @tonywkim
1K Followers 2K Following Global technology investor & portfolio manager at BlackRock. San Francisco.
Jeff Pu @sssjeffpu
38K Followers 74 Following Tech Enthusiast. 20 years tech equity research + industry.
🆂🆄🅻🅵🆄�... @sulfuroid
16K Followers 920 Following MD & Electronics. Please visit our link and register
Kakashii @kakashiii111
52K Followers 891 Following Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | [email protected]
Crusoe @CrusoeAI
19K Followers 338 Following The AI factory company. We are on a mission to accelerate the abundance of energy and intelligence.
Pieter Ibelings @ibelings
19K Followers 11K Following Physicist, N4IP, Antennas, Space Systems, SDR, RF, RADAR , Phased Arrays, Satellites, Solar Power, PCB Design, AI - Build, baby, build! 🇺🇸🇪🇸
Dave Jones @eevblog
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RS @WeAreRSGroup
42K Followers 7K Following Global distributor. Supporting & inspiring generations of engineers since 1937. Join our engineering platform at: @RSDesignSpark
Amphenol RF @AmphenolRF
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