Greg Wester
@gwestr.me
Technical Product Manager for AI platforms. Previously at $NFLX, $MSFT, $CRM. Driving coach Laguna Seca, Sonoma Raceway, and Thunderhill. Based in San Francisco, CA.
https://gwestr.substack.com
https://gwestr.substack.com
Yes it all scales up. And it’s a mess. But it’s our mess
November 12, 2025 at 6:40 AM
Yes it all scales up. And it’s a mess. But it’s our mess
Yeah I am dealing in 10,000 gpu scale. Just first time having root on a $4 million rack of B200 and treating it like my personal 5090. Wild to see it.
November 12, 2025 at 6:31 AM
Yeah I am dealing in 10,000 gpu scale. Just first time having root on a $4 million rack of B200 and treating it like my personal 5090. Wild to see it.
It is just so cool to log into a bound gpu pair matrix and run nvidia smi. Like a god.
November 12, 2025 at 6:10 AM
It is just so cool to log into a bound gpu pair matrix and run nvidia smi. Like a god.
It started with drone strikes on enemy combatants around 2008
November 11, 2025 at 11:36 PM
It started with drone strikes on enemy combatants around 2008
You do realize that the “market cap” can be bigger than global GDP soon and it’s mathematically certain it would round trip to 0 at that point
November 11, 2025 at 8:27 PM
You do realize that the “market cap” can be bigger than global GDP soon and it’s mathematically certain it would round trip to 0 at that point
They are 100% drug boats
November 11, 2025 at 8:23 PM
They are 100% drug boats
Nobody needs it. Good luck with continued hyperdeflation in your fake currency
November 11, 2025 at 7:22 PM
Nobody needs it. Good luck with continued hyperdeflation in your fake currency
Lol there is 50 years of evidence. Nobody gets a 2000 horsepower boat to do anything except traffic drugs
November 11, 2025 at 7:07 PM
Lol there is 50 years of evidence. Nobody gets a 2000 horsepower boat to do anything except traffic drugs
I thought it was so weird that the 8 machines my node paired to were in Cyprus, Seychelles, Guyana, and Ukraine. All massive money laundering hubs. Good thing they have Americans fiat to fund them.
November 11, 2025 at 4:43 PM
I thought it was so weird that the 8 machines my node paired to were in Cyprus, Seychelles, Guyana, and Ukraine. All massive money laundering hubs. Good thing they have Americans fiat to fund them.
I am not giving you money to join your cult. Neither are the other 7 billion people
November 11, 2025 at 4:39 PM
I am not giving you money to join your cult. Neither are the other 7 billion people
All of the trades are centralized at a few brokers who pass promises back and forth to each other. None of the trades are on the ledger. That was the whole point! If they were, Sam Bankman couldn’t have committed his fraud. It was all done off chain, because the chain doesn’t work.
November 11, 2025 at 4:15 PM
All of the trades are centralized at a few brokers who pass promises back and forth to each other. None of the trades are on the ledger. That was the whole point! If they were, Sam Bankman couldn’t have committed his fraud. It was all done off chain, because the chain doesn’t work.
Sorry, if it can’t bootstrap from peers it’s centralized, not a protocol. Service discovery is important. Read a book.
November 11, 2025 at 4:14 PM
Sorry, if it can’t bootstrap from peers it’s centralized, not a protocol. Service discovery is important. Read a book.
It’s just git but you’re saying the repo is money instead of documents. I am saying it’s not and you can’t get your money back.
November 11, 2025 at 4:09 PM
It’s just git but you’re saying the repo is money instead of documents. I am saying it’s not and you can’t get your money back.
I’ve read the entire code base. It’s centralized. First it connects to a single IP address to discover peering nodes. Then it downloads a transaction log and shoves it in Berkeley DB locally. It’s not a distributed system. The first thing is a point of failure!
November 11, 2025 at 4:07 PM
I’ve read the entire code base. It’s centralized. First it connects to a single IP address to discover peering nodes. Then it downloads a transaction log and shoves it in Berkeley DB locally. It’s not a distributed system. The first thing is a point of failure!
Yes anything where you need to give fiat to people for nothing is a sham. And then the only way to get your fiat back is to recruit a new person who pays a higher price for nothing makes it a scheme.
November 11, 2025 at 4:04 PM
Yes anything where you need to give fiat to people for nothing is a sham. And then the only way to get your fiat back is to recruit a new person who pays a higher price for nothing makes it a scheme.
Reposted by Greg Wester
WELLS: ".. Available $TSLA Oct delivery data shows steep weakness. Of the 4 major markets we track, Oct $TSLA deliveries are trending down -23%y/y, -54%m/m & YTD -9% y/y. The weakness is widespread across all markets."
Reiterates Underweight, $120 target
November 11, 2025 at 10:30 AM
Reiterates Underweight, $120 target
November 11, 2025 at 10:30 AM
November 11, 2025 at 3:32 PM
WELLS: ".. Available $TSLA Oct delivery data shows steep weakness. Of the 4 major markets we track, Oct $TSLA deliveries are trending down -23%y/y, -54%m/m & YTD -9% y/y. The weakness is widespread across all markets."
Reiterates Underweight, $120 target
November 11, 2025 at 10:30 AM
Reiterates Underweight, $120 target
November 11, 2025 at 10:30 AM
Totally not illegal. Stop the boat or we shoot. Them’s the rules.
November 11, 2025 at 3:59 PM
Totally not illegal. Stop the boat or we shoot. Them’s the rules.
There is no such thing as a market cap for a coin. They going to buy back shares or pay a dividend? It’s a fiat burning machine with negative economics. Always needs fresh cash or it hyperinflates to 0.
November 11, 2025 at 3:58 PM
There is no such thing as a market cap for a coin. They going to buy back shares or pay a dividend? It’s a fiat burning machine with negative economics. Always needs fresh cash or it hyperinflates to 0.