Frank van Eck
@effortlesscool.bsky.social
Data science, house music, jazz, Yankee baseball
Maybe also interesting for you:
substack.com/home/post/p-...
The ‘AI was really quick to uncover things’ angle of the article was not really relevant, but the raise in amounts receivables and the increase in stock (nr of gpus in the warehouse) at Nvidia more so.
substack.com/home/post/p-...
The ‘AI was really quick to uncover things’ angle of the article was not really relevant, but the raise in amounts receivables and the increase in stock (nr of gpus in the warehouse) at Nvidia more so.
The Algorithm That Detected a $610 Billion Fraud: How Machine Intelligence Exposed the AI Industry’s Circular Financing Scheme
On November 20, 2025, trading algorithms identified what may become the largest accounting fraud in technology history—not in months or years, but in 18 hours.
substack.com
November 23, 2025 at 8:17 PM
Maybe also interesting for you:
substack.com/home/post/p-...
The ‘AI was really quick to uncover things’ angle of the article was not really relevant, but the raise in amounts receivables and the increase in stock (nr of gpus in the warehouse) at Nvidia more so.
substack.com/home/post/p-...
The ‘AI was really quick to uncover things’ angle of the article was not really relevant, but the raise in amounts receivables and the increase in stock (nr of gpus in the warehouse) at Nvidia more so.
Reposted by Frank van Eck
Silicon Valley, 1990s: Free and open access to all the world’s knowledge will usher a new utopian age of information!
Silicon Valley, 2025:
Silicon Valley, 2025:
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November 15, 2025 at 1:28 AM
Silicon Valley, 1990s: Free and open access to all the world’s knowledge will usher a new utopian age of information!
Silicon Valley, 2025:
Silicon Valley, 2025:
Selling your stake in the profit making part of the AI business to finance investments in the money losing part of AI (OpenAI) and therefore betting that OpenAI magically will be profitable in the future?
Not a choice I would make…
Selling Nvidia at it’s peak: makes sense. The other part though…
Not a choice I would make…
Selling Nvidia at it’s peak: makes sense. The other part though…
November 11, 2025 at 4:07 PM
Selling your stake in the profit making part of the AI business to finance investments in the money losing part of AI (OpenAI) and therefore betting that OpenAI magically will be profitable in the future?
Not a choice I would make…
Selling Nvidia at it’s peak: makes sense. The other part though…
Not a choice I would make…
Selling Nvidia at it’s peak: makes sense. The other part though…
You should have some leverage when buying 400,000 of those things, shouldn’t you?
October 18, 2025 at 1:18 PM
You should have some leverage when buying 400,000 of those things, shouldn’t you?
Dumb question: why would you buy these CPUs now when you can’t install and utilize them yet? Why not make a purchasing contract to buy them in the next nr of years & the technical equivalent of that cpu at that moment in time? Why abandon logical thinking if you’ve managed a big IT firm for so long?
October 18, 2025 at 7:58 AM
Dumb question: why would you buy these CPUs now when you can’t install and utilize them yet? Why not make a purchasing contract to buy them in the next nr of years & the technical equivalent of that cpu at that moment in time? Why abandon logical thinking if you’ve managed a big IT firm for so long?
20 minutes of straight truth-telling. Loved it!
August 29, 2025 at 3:50 PM
20 minutes of straight truth-telling. Loved it!
How the f… is such a short segment journalism? Nothing new, but the news media are broken and a big part of all major problems in the current Western societies.
Thank god for independent journalists like Ed that actually do their job.
Thank god for independent journalists like Ed that actually do their job.
August 27, 2025 at 2:41 PM
How the f… is such a short segment journalism? Nothing new, but the news media are broken and a big part of all major problems in the current Western societies.
Thank god for independent journalists like Ed that actually do their job.
Thank god for independent journalists like Ed that actually do their job.
Oh no, Ignitetech. Close enough
August 18, 2025 at 7:33 PM
Oh no, Ignitetech. Close enough