# ![@gustavokov Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::14787503.png) @gustavokov Gustavo Noronha

Gustavo Noronha posts on X about pra, vai, como, tem the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::14787503/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14787503/c:line/m:interactions.svg)

- [--] Week [-----] +72%
- [--] Month [------] +19,994%
- [--] Months [------] +729%
- [--] Year [------] +101%

### Mentions: [--] [#](/creator/twitter::14787503/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14787503/c:line/m:posts_active.svg)

- [--] Week [--] +389%
- [--] Month [--] +3,450%
- [--] Months [---] +206%
- [--] Year [---] -28%

### Followers: [-------] [#](/creator/twitter::14787503/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14787503/c:line/m:followers.svg)

- [--] Week [-----] -0.03%
- [--] Month [-----] +0.23%
- [--] Months [-----] -0.36%
- [--] Year [-----] -1.20%

### CreatorRank: [---------] [#](/creator/twitter::14787503/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14787503/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  [stocks](/list/stocks)  [finance](/list/finance)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [celebrities](/list/celebrities)  [automotive brands](/list/automotive-brands)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[pra](/topic/pra), [vai](/topic/vai), [como](/topic/como), [tem](/topic/tem), [gente](/topic/gente), [ter](/topic/ter), [cair](/topic/cair), [quem](/topic/quem), [sobre](/topic/sobre), [brasil](/topic/brasil)

**Top assets mentioned**
[QUALCOMM, Inc. (QCOM)](/topic/qualcomm) [Microsoft Corp. (MSFT)](/topic/microsoft) [Bitcoin (BTC)](/topic/bitcoin) [Dell Technologies, Inc. (DELL)](/topic/dell) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Dogecoin (DOGE)](/topic/dogecoin) [Tesla, Inc. (TSLA)](/topic/tesla) [Tether (USDT)](/topic/tether) [Ethereum (ETH)](/topic/ethereum)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@JackRonaldi @concodanomics That Bitcoin is not an inflation hedge It would need to protect against inflation in the short term and go up not down when inflation soars"  
[X Link](https://x.com/gustavokov/status/1529792540601458689)  2022-05-26T11:52Z [----] followers, [--] engagements


"@JackRonaldi @concodanomics Isn't choosing an arbitrary window what you are doing Inflation started to really pick up mid [----]. If you were worried about inflation going beyond 5.5% at that point you would look for an inflation hedge. If you bought bitcoin you'd be down 40%"  
[X Link](https://x.com/gustavokov/status/1529794956096901120)  2022-05-26T12:01Z [----] followers, [--] engagements


"@JackRonaldi @concodanomics (I also see no reason to believe BTC will necessarily be priced much higher and would very much prefer something like Apple stock in any case or even an index ETF which will also very likely overtake inflation)"  
[X Link](https://x.com/gustavokov/status/1529795742658969600)  2022-05-26T12:05Z [----] followers, [--] engagements


"@JackRonaldi @concodanomics And started to sell off when inflation started going near 7% which pretty much proves the point that it's not an inflation hedge"  
[X Link](https://x.com/gustavokov/status/1529796570987757569)  2022-05-26T12:08Z [----] followers, [--] engagements


"@JackRonaldi @concodanomics I think its viable use cases are very niche and [--] years without a clear obvious use case being widely adopted other than pure speculation is a big sign of that being true. But I'll bite: what's the main use case other than 'price goes up' in your opinion"  
[X Link](https://x.com/gustavokov/status/1529798775895638016)  2022-05-26T12:17Z [----] followers, [--] engagements


"@JackRonaldi @concodanomics The first one is not true. It's not fast (can take minutes to days) it's not low cost (tx tax was close to [--] USD when the network was being more widely used). And it's not scalable you can only do a fraction of the transactions even the Brazilian pix does"  
[X Link](https://x.com/gustavokov/status/1529819298159394816)  2022-05-26T13:38Z [----] followers, [--] engagements


"@JackRonaldi @concodanomics The second one has been in question recently. The complete failure of using it for the truckers in Canada and the fact that you need off ramps to actually accomplish most things in the real world allow for governments to intervene"  
[X Link](https://x.com/gustavokov/status/1529819640838299651)  2022-05-26T13:39Z [----] followers, [--] engagements


"@JackRonaldi @concodanomics Also if you let people link you to your wallets you don't even get privacy any longer everything can be traced"  
[X Link](https://x.com/gustavokov/status/1529819796417630214)  2022-05-26T13:40Z [----] followers, [--] engagements


"@JackRonaldi @concodanomics That's the niche use case I had in mind. That alone is not enough to make it have wider adoption. And wider adoption may limit this kind of use case from more scrutiny by governments"  
[X Link](https://x.com/gustavokov/status/1529820044254883849)  2022-05-26T13:41Z [----] followers, [--] engagements


"@JackRonaldi @concodanomics @allenf32 I think the ideas are good the implementation is not there though. It doesn't really matter if a good thing is claimed but the implementation fails to provide it. I hope censorship resistant virtual currency becomes a thing I don't think BTC is that thing"  
[X Link](https://x.com/gustavokov/status/1529820608099364864)  2022-05-26T13:43Z [----] followers, [--] engagements


"@JackRonaldi @concodanomics Maybe L2 will be the answer but current technologies are very flawed. Lightning for instance is very easy to DoS and it requires a level of sophistication of the participants that makes it not viable without a central node (like they did in El Salvador)"  
[X Link](https://x.com/gustavokov/status/1529821015018090497)  2022-05-26T13:45Z [----] followers, [--] engagements


"@JackRonaldi @schmackelstan @concodanomics Why wouldn't it It has gone up and down several times over the years why would this time be different"  
[X Link](https://x.com/gustavokov/status/1529823796630237185)  2022-05-26T13:56Z [----] followers, [--] engagements


"@Ghostbanned7 @CStackamoto @JackRonaldi @concodanomics Math is hard"  
[X Link](https://x.com/gustavokov/status/1530603079669886977)  2022-05-28T17:33Z [----] followers, [--] engagements


"Avoa AMD. Mas bem que podia cair =P"  
[X Link](https://x.com/gustavokov/status/1620890731257667584)  2023-02-01T21:03Z [----] followers, [---] engagements


"Eheita. No s DTCO Nvidia truly has a custom node with TSMC for their chips "H100 uses [--] reticles" - Jensen Huang That is different than what TSMC N5 and N4 has. In the past with A100 they had different libraries Can't wait to see teardowns to see more details $NVDA #GTC $TSM #GTC2023 Nvidia truly has a custom node with TSMC for their chips "H100 uses [--] reticles" - Jensen Huang That is different than what TSMC N5 and N4 has. In the past with A100 they had different libraries Can't wait to see teardowns to see more details $NVDA #GTC $TSM #GTC2023"  
[X Link](https://x.com/gustavokov/status/1638201538463055873)  2023-03-21T15:30Z [----] followers, [---] engagements


"@relances @fravenriq Eu ando com preguia demais do Brasil ultimamente seno ia cavucar l o histrico. De qq forma aposto [--] dogecoin q estava no grupo Lulazord"  
[X Link](https://x.com/gustavokov/status/1661333856929103872)  2023-05-24T11:30Z [----] followers, [--] engagements


"Um negcio q eu t um pouco ansioso pra acontecer mdia especializada q quer se considerar sria passar a sentir vergonha de ter esse tipo de contedo como se fosse algo normal. Ah sim falamos de macro cmbio bolsas agora vamos falar de shiba inu. Srio Mesmo"  
[X Link](https://x.com/gustavokov/status/1669354198033629186)  2023-06-15T14:40Z [----] followers, [--] engagements


"@andreshalders Aposto [--] dogecoin q da rea da psicologia"  
[X Link](https://x.com/gustavokov/status/1670816031776931840)  2023-06-19T15:29Z [----] followers, [--] engagements


"Pra comear a MI250X melhor que a Ponte Vecchio. Em segundo lugar a Intel demorou tanto pra entregar PVC que j havia grande desconfiana sobre o roadmap. A o que a Intel fez meses atrs Cancelou a sucessora Rialto Bridge e tirou a primeira APU. Ningum confia pra investir"  
[X Link](https://x.com/gustavokov/status/1671489125814353920)  2023-06-21T12:03Z [----] followers, [---] engagements


"@witeken If you have 90% gross margin and sit back and relax instead of trying to increase volume to the moon you are mad. It also proves that demand is huge makes it very easy to believe they are indeed capacity constrained (in CoWos right now)"  
[X Link](https://x.com/gustavokov/status/1695017425085833597)  2023-08-25T10:17Z [----] followers, [---] engagements


"@LepherAndrey @_wildc @Olrak29_ We shall see. If ARL-P uses an Intel node that is. If it ends up using TSMC it will be interesting to compare especially if all are on the same node. N3E N3P"  
[X Link](https://x.com/gustavokov/status/1695554674349215979)  2023-08-26T21:51Z [----] followers, [---] engagements


"@_fabknowledge_ @phatal187 @realmemes6 That's something I was wondering about I suppose Intel will need to have variants of nodes or nodes focused on phones IoT if they want to have real volume from external customers but I don't think they mentioned anything about that yet have they"  
[X Link](https://x.com/gustavokov/status/1697954552811512276)  2023-09-02T12:48Z [----] followers, [--] engagements


"C and C++ should be banned for new projects"  
[X Link](https://x.com/gustavokov/status/1700924660597039485)  2023-09-10T17:30Z [----] followers, [----] engagements


"@Jimmy78926787 @9550pro 13900K is at [----] on the list A17 Pro got [----] seems close"  
[X Link](https://x.com/gustavokov/status/1702272485545091581)  2023-09-14T10:46Z [----] followers, [---] engagements


"O resumo executivo q a complexidade parece ter sido muito exagerada e desnecessria - tem uma cara de second system effect misturado com confiana em demasia. Isso aliado a decises de design mais especficas fazem PVC perder feio de chips muito menores e mais simples"  
[X Link](https://x.com/gustavokov/status/1705612707343257907)  2023-09-23T15:58Z [----] followers, [--] engagements


"A gente j sabe que Rialto Bridge que seria a sucessora ia ser to complexa quanto. A Intel cancelou esse produto e Falcon Shores que tambm bastante complexo provavelmente pq percebeu que teria q voltar atrs em alguns pontos fundamentais do design"  
[X Link](https://x.com/gustavokov/status/1705613105948955081)  2023-09-23T16:00Z [----] followers, [---] engagements


"@SquashBionic @highyieldYT @IanCutress @Broadcom It could also be just structural maybe"  
[X Link](https://x.com/gustavokov/status/1716485591125168422)  2023-10-23T16:03Z [----] followers, [---] engagements


"@AnilGanti @elayavalli @witeken Arm itself means very little as they do not fabricate in volume. It just means that Arm licensees can more easily fabricate designs based on off the shelf Arm cores with Intel just like they can with TSMC and Samsung. It is a very basic requirement for a foundry not a big win"  
[X Link](https://x.com/gustavokov/status/1718282059444105389)  2023-10-28T15:02Z [----] followers, [--] engagements


"@GuiHMDS Eu tive HP e achava ok. Mas isso a que eu digo q pagar pela marca n haha d provavelmente pra ter asus ou acer tb"  
[X Link](https://x.com/gustavokov/status/1718317659488444576)  2023-10-28T17:23Z [----] followers, [--] engagements


"@AMDevastator @LepherAndrey @JubileuGomes6 @beyond_fps @mooreslawisdead @Prakhar6200 Let's see if Qualcomm delivers. For me the most important is code compilation throughput and currently the only thing that beats Apple Silicon are workstations not even regular desktop chips can do better. I think that's a workload that loves mem bandwidth"  
[X Link](https://x.com/gustavokov/status/1722060142181503240)  2023-11-08T01:15Z [----] followers, [--] engagements


"@Prakhar6200 @AMDevastator @LepherAndrey @JubileuGomes6 @beyond_fps @mooreslawisdead TDP is a bad metric as it only more or less correlates with actual power usage. Need to measure actual power usage for this kind of test. But Apple Silicon is faster regardless. M1 is faster than a 1370P I tested myself. M3 Max beats full power 14900K"  
[X Link](https://x.com/gustavokov/status/1722163167541989821)  2023-11-08T08:04Z [----] followers, [---] engagements


"@DelfinoTuito Eu digo que interessante pq na vdd eu acho surpreendente pq eu no consigo um ambiente particularmente diverso e tolerante. Melhorou muito nas ltimas [--] dcadas mas ainda tem muito babaca"  
[X Link](https://x.com/gustavokov/status/1725854970216411505)  2023-11-18T12:34Z [----] followers, [--] engagements


"@DelfinoTuito considero* wtf"  
[X Link](https://x.com/gustavokov/status/1725857479311913239)  2023-11-18T12:44Z [----] followers, [--] engagements


"@recoma Isso pra usar pra o qu voc pode dizer O software q vai ser usado pra AI PyTorch ou algo do tipo"  
[X Link](https://x.com/gustavokov/status/1726234736761450910)  2023-11-19T13:43Z [----] followers, [--] engagements


"@Prakhar6200 @Kepler_L2 @LepherAndrey Oh no @LepherAndrey has Prakhar joined the delusional crowd Or is it really using N3"  
[X Link](https://x.com/gustavokov/status/1727017497369706562)  2023-11-21T17:33Z [----] followers, [--] engagements


"igual investir em fundo high yield cetipado: vol alta com percepo de vol baixa. A soluo pra quem no consegue ficar sem olhar cotao todo dia e no tem controle emocional pra lidar com o que v ;P"  
[X Link](https://x.com/gustavokov/status/1728406061902688599)  2023-11-25T13:31Z [----] followers, [---] engagements


"@witeken Horse Creek got cancelled no"  
[X Link](https://x.com/gustavokov/status/1730529505922494842)  2023-12-01T10:09Z [----] followers, [---] engagements


"@AkashAero_ @HPC_Guru @AMD @AMDInstinct @hgpu I think its at a different level - if I understand correctly oneAPI does source code translation to opencl this tool deals with intermediate representations"  
[X Link](https://x.com/gustavokov/status/1731624233388704214)  2023-12-04T10:39Z [----] followers, [--] engagements


"@bonigeek So os sinais de que a Intel t sentindo a competio esquentar hehe"  
[X Link](https://x.com/gustavokov/status/1731683615304544303)  2023-12-04T14:35Z [----] followers, [--] engagements


"@witeken I mean AMD does expose its using zen [--] on the name. Intel on the other hand hides that 14th gen uses the same uarch as 12th no way to know they are using the exact same dies as 13th on 14th from the name"  
[X Link](https://x.com/gustavokov/status/1732335611413942347)  2023-12-06T09:46Z [----] followers, [---] engagements


"Apresentao da AMD hj e eles falando do novo supercomputador disseram que ser o primeiro a quebrar [--] exaflops de verdade - tirando onda com a Intel que prometeu 2EF e depois de anos de atraso conseguiu entregar metade do sistema com s 0.5EF"  
[X Link](https://x.com/gustavokov/status/1732487116263665827)  2023-12-06T19:48Z [----] followers, [---] engagements


"@lucasarruda Yep. To muito pra trs e os rumores que to saindo sobre o Meteor Lake que t pra ser lanado semana que vem so meio desanimadores"  
[X Link](https://x.com/gustavokov/status/1732532303698465090)  2023-12-06T22:47Z [----] followers, [--] engagements


"@lucasarruda Vai ver eles precisam ver a v na fresta igual a AMD pra poder voltar vida espero q no vamo ver"  
[X Link](https://x.com/gustavokov/status/1732534162085556579)  2023-12-06T22:55Z [----] followers, [--] engagements


"Isso muito relevante pq historicamente a Dell uma parceira forte da Intel. O q eu gostaria muito de ver um XPS [--] com chip AMD ;D"  
[X Link](https://x.com/gustavokov/status/1732879424511496584)  2023-12-07T21:47Z [----] followers, [---] engagements


"Primeiros testes que esto sendo vazados do Intel Meteor Lake so bem decepcionantes. Parece que no vai ganhar sequer do chip da AMD lanado meses atrs em eficincia imagina Apple. E perde em desempenho pra todos os comparativos relevantes. Oof"  
[X Link](https://x.com/gustavokov/status/1733205585808523444)  2023-12-08T19:23Z [----] followers, [---] engagements


"Outra coisa relevante olha o "stepping" ali. Significa que teve [--] tentativas (stepping [--] e 1) de produtizar o design no caso da AMD [--] no caso da Intel"  
[X Link](https://x.com/gustavokov/status/1733206314019344862)  2023-12-08T19:26Z [----] followers, [--] engagements


"@Prakhar6200 @LepherAndrey @Olrak29_ Need third party tests to be sure. Hopefully they have sent reviewers some samples"  
[X Link](https://x.com/gustavokov/status/1733919445402161517)  2023-12-10T18:39Z [----] followers, [--] engagements


"Perde feio pras ltimas [--] geraes da AMD quem dir a nova que acaba de ser anunciada. E perde feio pra Apple vai perder feio pra Qualcomm provavelmente. Se o Arrow Lake e o Lunar Lake no forem absurdamente melhores Intel vai perder feio em laptop nos prximos [--] anos"  
[X Link](https://x.com/gustavokov/status/1735327800582656190)  2023-12-14T15:56Z [----] followers, [---] engagements


"@Prakhar6200 @EnjoyingHave @9550pro Foveros is doing worse than infinity fabric and ARL does not use Direct"  
[X Link](https://x.com/gustavokov/status/1737037998556938421)  2023-12-19T09:11Z [----] followers, [---] engagements


"@GuiHMDS Eu acho que pode fazer sentido 16GB pelo future proofing vai que vc vai fazer alguma coisa q no sabe hj e no d pra fazer upgrade depois de comprado ento se conseguir num preo razovel eu acho que vale a pena. O Mini q eu comprei originalmente foi com 16GB"  
[X Link](https://x.com/gustavokov/status/1737439862976868577)  2023-12-20T11:48Z [----] followers, [--] engagements


"@LepherAndrey @Kepler_L2"  
[X Link](https://x.com/gustavokov/status/1738141467187564888)  2023-12-22T10:16Z [----] followers, [--] engagements


"@SquashBionic @Kepler_L2 He turned out to be right I guess Or do you consider we would need to wait for a desktop chip to validate"  
[X Link](https://x.com/gustavokov/status/1738581421269164165)  2023-12-23T15:24Z [----] followers, [--] engagements


"Tem um monte de quests q mostram essa trama mas um dos meus favoritos uma questline que aparece num lugar muito fora de mo pra Horda: Duskwood. Chama 'Nothing but the truth'"  
[X Link](https://x.com/gustavokov/status/1741453055231504831)  2023-12-31T13:35Z [----] followers, [--] engagements


"Em resumo um humano q estava sendo caado pelos forsaken capturada por orcs de Swamp of Sorrows. Os forsaken em Duskwood te do a misso de criar um "truth serum" pra ele contar o que sabe. Vc faz mas qdo entrega pro humano ele morre era veneno"  
[X Link](https://x.com/gustavokov/status/1741454001504190579)  2023-12-31T13:39Z [----] followers, [--] engagements


"@cegadede que na Ucrnia os hospitais no so esconderijos e bases de operao de terroristas ento so alvos legtimos"  
[X Link](https://x.com/gustavokov/status/1744033775237964074)  2024-01-07T16:30Z [----] followers, [----] engagements


"@tomcr2100 Right so that is a defconfig build which will not include most of the drivers and of course many platform-specific compilation units probably not that close to 14M lines even today but today's kernel defconfig takes more like [--] minutes that sounds saner"  
[X Link](https://x.com/anyuser/status/1744412812548379105)  2024-01-08T17:36Z [--] followers, [--] engagements


"@tomcr2100 Here's an allmodconfig which enables more of the codebase for the build and is a better representation of what someone who actually works on this codebase will need. Here you can see that even an 8-core zen [--] takes over [--] minutes"  
[X Link](https://x.com/gustavokov/status/1744414220727243046)  2024-01-08T17:42Z [----] followers, [--] engagements


"@DavidCTWT @Bcannon2001 @witeken I think this is where the people who are optimistic with SRF are going wrong. Sapphire Rapids hits a wall at around [---] GHz all core E cores have a lower clock sweet spot than P cores and it's a lot more cores to feed power to. Very unlikely it gets close to [--] GHz all core"  
[X Link](https://x.com/gustavokov/status/1750115189033169178)  2024-01-24T11:15Z [----] followers, [--] engagements


"Estourou a meta em [--] bi - escola Guido Mantega de comunicao de projees"  
[X Link](https://x.com/gustavokov/status/1752045612676129258)  2024-01-29T19:06Z [----] followers, [--] engagements


"Torcendo pra JURO11 cair bem com esse dividendo menor pra dar pra comprar sem tanto prmio ;P"  
[X Link](https://x.com/gustavokov/status/1752473929778622721)  2024-01-30T23:28Z [----] followers, [--] engagements


"Microsoft disse ontem q o grosso da demanda de AI na Azure j inferncia. Boa notcia pra adoo da tecnologia no s gente fazendo modelos novos mais mas usando pra alguma coisa. Boa notcia pra AMD q extra competitiva em inferncia. Boa notcia pra NVidia first mover"  
[X Link](https://x.com/anyuser/status/1752759576208797908)  2024-01-31T18:23Z [--] followers, [--] engagements


"@irarabarbara Findom que chama"  
[X Link](https://x.com/gustavokov/status/1753072804705214615)  2024-02-01T15:08Z [----] followers, [---] engagements


"@runaway_vol @witeken PVC is Ponte Vecchio the testing done by people who know what they are doing and especially the results for Aurora point to Ponte Vecchio being a massive disappointment especially in high memory bandwidth workloads like AI https://chipsandcheese.com/2023/09/23/intels-ponte-vecchio-chiplets-gone-crazy/ https://chipsandcheese.com/2023/09/23/intels-ponte-vecchio-chiplets-gone-crazy/"  
[X Link](https://x.com/gustavokov/status/1753766965317923146)  2024-02-03T13:06Z [----] followers, [---] engagements


"@runaway_vol @witeken Intel cancelled the successor Rialto Bridge and reset the whole roadmap for good reason there is clearly a fundamental problem with their design their advanced packaging or both. They cannot compete in data center GPUs right now"  
[X Link](https://x.com/gustavokov/status/1753767575807295582)  2024-02-03T13:09Z [----] followers, [---] engagements


"@the_mabraham @runaway_vol @witeken That is not very relevant to that graph. MI210 is also not as capable as MI250X definitely not in the same league as H100 whose competitor is MI300X. PVC actually has more L2 cache than both too What the graph shows is that it is very bad at using the cache it has available"  
[X Link](https://x.com/gustavokov/status/1753828208519123177)  2024-02-03T17:10Z [----] followers, [--] engagements


"@the_mabraham @runaway_vol @witeken I do not think it's the case because of Aurora - after all the delays you'd expect they have a firm grasp on the software and it still got a very disappointing result making it unlikely Aurora will ever make the #1 spot it was expected to occupy before El Capitan is delivered"  
[X Link](https://x.com/gustavokov/status/1753836384832409661)  2024-02-03T17:42Z [----] followers, [--] engagements


"@the_mabraham @runaway_vol @witeken Gaudi is not a GPU though so it's not clear how Gaudi IP will be mixed with Xe IP to become a GPU. Again why would you target and optimize for Gaudi today if Intel is basically telling you it's a dead end and you'll have to redo the work for the new architecture"  
[X Link](https://x.com/gustavokov/status/1753837484587307173)  2024-02-03T17:46Z [----] followers, [--] engagements


"@the_mabraham @runaway_vol @witeken Using more power than Frontier for that and the promise had been it would do 2EF - more signs of how bad PVC efficiency is. And this is a nice way to wrap it all up: why would a customer adopt a dead end architecture with the promise of a future GPU given recent history"  
[X Link](https://x.com/gustavokov/status/1753841491594678434)  2024-02-03T18:02Z [----] followers, [--] engagements


"@TShirtnJeans2 @HPC_Guru @AMD @nvidia @tomshardware There is no cuda or rocm involved in AI workloads for the most part as they use frameworks like triton tensorflow pytorch. This looks like a bad estimation"  
[X Link](https://x.com/gustavokov/status/1753897010279661790)  2024-02-03T21:43Z [----] followers, [--] engagements


"@irarabarbara Como assim Eu no acompanho mas pelo que vi teve uma frustrao forte de expectativas no resultado n"  
[X Link](https://x.com/gustavokov/status/1755304715204612215)  2024-02-07T18:57Z [----] followers, [--] engagements


"@jonmasters I think from an investor perspective not reaching the goal is more often seen as a failure rather than a bargain. But there is nothing normal about this. Its more like Elon Musk the absurdity is part of what makes it interesting"  
[X Link](https://x.com/gustavokov/status/1756266541115412992)  2024-02-10T10:39Z [----] followers, [--] engagements


"@_fabknowledge_ That's the main problem with the whole AI PC as a selling point I think. The only thing it does is save battery life on very long running tasks which are not very user-visible or shiny like background blur. The shiny stuff will need a GPU for sure"  
[X Link](https://x.com/gustavokov/status/1757580777418625496)  2024-02-14T01:41Z [----] followers, [---] engagements


"@atalaia_20 @ricardo_nakaoka @lucianocarvaIho Bolsa Famlia um programa de DNA liberal. No a toa a turminha achava feio a Conceio Tavares dizia q era coisa de debil mental e tal"  
[X Link](https://x.com/gustavokov/status/1760422132691894663)  2024-02-21T21:51Z [----] followers, [--] engagements


"@rafaelromano @zerohedge Tava caro at o ChatGPT aparecer haha eu nunca tenho coragem mas NVidia tem cara de ser aquele tipo de empresa q vc compra caro e esquece n"  
[X Link](https://x.com/gustavokov/status/1761073983351316650)  2024-02-23T17:02Z [----] followers, [--] engagements


"@Lewis_Ranieri Boto mais f na AMD fechar a diferena. Rumores pras prximas geraes indicam um salto importante de IPC pra Zen [--] e algo bem pequeno pro Arrow Lake. Rumores so rumores n mas. Intel vai ter q surpreender"  
[X Link](https://x.com/gustavokov/status/1761149425034916115)  2024-02-23T22:01Z [----] followers, [--] engagements


"@DonVianna [--] dol um OJ t parecendo loja de aeroporto isso a"  
[X Link](https://x.com/gustavokov/status/1762870574328545496)  2024-02-28T16:01Z [----] followers, [--] engagements


"Lendo relatrio da XP pro setor de educao e muito claro como alguns pedaos foram traduzidos palavra por palavra sem muita preocupao com fazer uma traduo de fato xD"  
[X Link](https://x.com/gustavokov/status/1763194608354230648)  2024-02-29T13:28Z [----] followers, [--] engagements


"Como eu digo IA pode at cometer erros mas melhor que uns 60% dos "tradutores" q tem por a ;P"  
[X Link](https://x.com/gustavokov/status/1763195643206488305)  2024-02-29T13:32Z [----] followers, [--] engagements


"Essa o professor @jlbraga falou na aula ontem sem dizer que ia cair na prova hj. Equatorial. Comprei a [--] vendi a [--] mas continuo alocando nela via encore ;P"  
[X Link](https://x.com/gustavokov/status/1763602439654023648)  2024-03-01T16:29Z [----] followers, [--] engagements


"@Vienna_Gambit Pessoas normais desde sempre"  
[X Link](https://x.com/gustavokov/status/1764054944523399338)  2024-03-02T22:27Z [----] followers, [--] engagements


"S apologista de fascismo imperialista acha que tem alguma coisa a ver com a OTAN Sweden joined NATO. Russia did nothing. Finland North Macedonia Montenegro Croatia Albania Bulgaria Estonia Latvia Lithuania Romania Slovakia Slovenia joined NATO. Russia did nothing. Ukraine didnt join NATO. Ukraine wasnt planning to join. Russia invaded Ukraine. Sweden joined NATO. Russia did nothing. Finland North Macedonia Montenegro Croatia Albania Bulgaria Estonia Latvia Lithuania Romania Slovakia Slovenia joined NATO. Russia did nothing. Ukraine didnt join NATO. Ukraine wasnt planning to join. Russia"  
[X Link](https://x.com/gustavokov/status/1766009156270514183)  2024-03-08T07:52Z [----] followers, [---] engagements


"Lembra quando contaram uma conversa l sobre fazer avaliao de poltica pblica 🤡"  
[X Link](https://x.com/gustavokov/status/1766511931421040679)  2024-03-09T17:10Z [----] followers, [--] engagements


"A falncia do jornalismo tem um pouco a ver com isso a tb todo mundo focado em burburinho do dia a dia mas parece q no tem ningum pra ir bater l no Planejamento e perguntar "vem c vcs no disseram q iam fazer avaliao cad a avaliao das polticas industriais""  
[X Link](https://x.com/gustavokov/status/1766515495723806746)  2024-03-09T17:24Z [----] followers, [--] engagements


"@lucasarruda Pra mim o jeito certo de pensar no que vc vai ter um time de AIs ou uma AI substituindo um membro do time. No faz sentido AI participando de stand up e tal o negcio q invs do snior botar um jnior pra fazer e acompanhar ele vai dar instrues pra AI e ver o resultado"  
[X Link](https://x.com/gustavokov/status/1767662692884513162)  2024-03-12T21:23Z [----] followers, [--] engagements


"@JosttenSackitey @rakyll Branches tend to be less tested and unique interactions with other parts of the code base wont be found in a branch. Also last minute changes to make the code merge are often a source of problems. If you develop under a flag on main you dodge all of that"  
[X Link](https://x.com/gustavokov/status/1768228759348404712)  2024-03-14T10:52Z [----] followers, [---] engagements


"@CaioAugstOR Hmm teressante. Eu t pensando em fazer aluguel anual e uma opo seria um C3. Se o maior problema for dor de cabea depois de uns anos problema da locadora 😜"  
[X Link](https://x.com/gustavokov/status/1768249570578899074)  2024-03-14T12:15Z [----] followers, [--] engagements


"@ggreatgrandcub Everyone is doing that Apple was the first one to release laptops with AI accelerators then Qualcomm / Microsoft. It makes a lot of sense AI workloads are going to become more pervasive - Mac uses a lot of AI tricks for instance allowing you to easily copy text off images"  
[X Link](https://x.com/gustavokov/status/1768600239869432222)  2024-03-15T11:28Z [----] followers, [--] engagements


"@Eudesmist @renetous Sim mas isso s um problema se 1) a pessoa desiste antes de parar de cair e subir 2) a pessoa no tem ideia nenhuma do valor do que comprou pra saber se deve desistir ou esperar. justamente isso que gera a oportunidade"  
[X Link](https://x.com/gustavokov/status/1769154102020198430)  2024-03-17T00:09Z [----] followers, [--] engagements


"Um negcdio q engraado mas meio amedrontador q sempre q eu reflito sobre o que a China est fazendo ultimamente eu lembro de um negcio de DeFi MakerDAO nunca imaginei que ia relacionar essas duas coisas xD"  
[X Link](https://x.com/gustavokov/status/1769154539058291084)  2024-03-17T00:11Z [----] followers, [--] engagements


"o que parece. AMD t preocupando a NVidia @TechnicallyLog1 @Olrak29_ H200 is widely expected to underperform MI300X so Nvidia has to talk about B100 early. For a company that typically does not talk unreleased products to talk about N+2 product shows the competitive situation. @TechnicallyLog1 @Olrak29_ H200 is widely expected to underperform MI300X so Nvidia has to talk about B100 early. For a company that typically does not talk unreleased products to talk about N+2 product shows the competitive situation"  
[X Link](https://x.com/gustavokov/status/1769387751093215468)  2024-03-17T15:38Z [----] followers, [---] engagements


"Earnings call da Yduqs mas pode chamar de publicidade de Salesforce xD"  
[X Link](https://x.com/gustavokov/status/1769805536457887900)  2024-03-18T19:18Z [----] followers, [--] engagements


"@recoma Eu diria que fiscal expansivo o problema a. Tivesse fiscal mais controlado juro podia cair mais rpido e no teria tanta perda de investimento. Era a perspectiva logo aps a eleio mas fazer o qu Escolhas"  
[X Link](https://x.com/gustavokov/status/1770636091554488589)  2024-03-21T02:18Z [----] followers, [--] engagements


"@realmemes6 Maybe I'm reading it wrong but the way it's written leads me to believe they get tax credits on 25% of whatever they invest up to 100B so 21% of up to 25B not 25B. Maybe I'm wrong"  
[X Link](https://x.com/gustavokov/status/1770801963392700513)  2024-03-21T13:17Z [----] followers, [--] engagements


"@caiogbsilva @lucasarruda No as duas so bem parecidas mesmo. O territrio atual da China o que por dezenas de guerras e conquistas territoriais. Tem Xinjiang no sculo [--] q onde a China hj promove o apagamento cultural dos Uighurs e bem mais recentemente o Tibet por exemplo"  
[X Link](https://x.com/gustavokov/status/1771620265312616783)  2024-03-23T19:29Z [----] followers, [--] engagements


"@caiogbsilva @lucasarruda Ento a minha resposta mais no sentido de dizer q a China no tem passado / cultura imperialista to absurdo to negador da histria e dos conflitos culturais q existem at hj quanto dizer isso pra Russia"  
[X Link](https://x.com/gustavokov/status/1771620849461702723)  2024-03-23T19:31Z [----] followers, [--] engagements


"@dav_ell @LisaSu @AMD @realGeorgeHotz Maybe when he learns to act as an adult and talk to people in good faith they give him some attention"  
[X Link](https://x.com/gustavokov/status/1771891478568075652)  2024-03-24T13:27Z [----] followers, [--] engagements


"T q sai negcio no mercado privado na educao bsica. Pode anotar que vai ter IPO nesse ciclo. Mas essa matria no final me confundiu. Fala que uma empresa diz estar querendo fazer fuso com a Bahema mas no entendi qual empresa"  
[X Link](https://x.com/gustavokov/status/1772433787344818668)  2024-03-26T01:21Z [----] followers, [--] engagements


"@lucasarruda Poder pode mas sempre tem risco de alguma coisa salvar o governo e fazer isso baixar na marra tb. Acho que chegou perto de [--] d pra comear ir aportando aos poucos at cair de [--] hehe"  
[X Link](https://x.com/gustavokov/status/1772659786783273066)  2024-03-26T16:20Z [----] followers, [--] engagements


"Pode ser at melhor que o apple silicon. A GPU da Qualcomm historicamente melhor. Tem q tomar cuidado com muitas concluses pq onde o overhead da traduo de ISA vai aparecer em reas / jogos com muita demanda da CPU - no caso de BG3 reas de cidades com muitos NPCs prov"  
[X Link](https://x.com/gustavokov/status/1773009494995304820)  2024-03-27T15:29Z [----] followers, [--] engagements


"Pelo jeito a nima t mesmo com planos de fazer IPO da Inspirali. Acho que minha teoria de que as conversas sobre potencial venda da So Judas so pra dar suporte s conversas iniciais de precificao da Inspirali vai acabar se confirmando. Ser que DNA capital faz exit"  
[X Link](https://x.com/gustavokov/status/1773112456656629897)  2024-03-27T22:18Z [----] followers, [--] engagements


"Eu sou a favor de indicar pra diretoria do BC o seguinte time: - Arno Augustin - Belluzzo - Bresser-Pereira - Guido Mantega (presidente) O pas merece"  
[X Link](https://x.com/gustavokov/status/1775887441594859759)  2024-04-04T14:05Z [----] followers, [--] engagements


"Eu no sei o que eu acharia mais engraado pra dizer a verdade. se a indicao do Lula for mais conservador ou se cair rpido e voltar aquele esquema de controlar inflao via preos administrados que deu to certo antes. O mais importante pra mim que d errado -- Pessimildo"  
[X Link](https://x.com/gustavokov/status/1775888056228180056)  2024-04-04T14:08Z [----] followers, [--] engagements


"Intel lolwut Will AMD compete with low-power rivals Qualcomm Intel and Apple have the lead and MediaTek coming up https://t.co/JIHuDoS7RW Will AMD compete with low-power rivals Qualcomm Intel and Apple have the lead and MediaTek coming up https://t.co/JIHuDoS7RW"  
[X Link](https://x.com/gustavokov/status/1776419348531282300)  2024-04-06T01:19Z [----] followers, [---] engagements


"Cabe tudo nesse inqurito mesmo hein T ficando melhor ficar quieto mesmo pq agora mesmo ns t na lista ;P"  
[X Link](https://x.com/gustavokov/status/1777125084571857096)  2024-04-08T00:03Z [----] followers, [--] engagements


"@lucasarruda Eu tava pensando nisso esse fds. com um mnimo de infraestrutural acessibilidade vai ter uma melhoria brutal. Eu tava pensando que seria bom poder dar comandos de voz pra fazer coisas mais complexas na UI do carplay"  
[X Link](https://x.com/gustavokov/status/1777708896238424260)  2024-04-09T14:43Z [----] followers, [--] engagements


"@Bullsh1t_buster Axion Axeon Ax eon Axe Xeon"  
[X Link](https://x.com/gustavokov/status/1778048647780848012)  2024-04-10T13:13Z [----] followers, [--] engagements


"@ggreatgrandcub Youre confusing things a bit there I think. Tensor cores are present in some NVidia GPUs. Google has their own ASIC focused on AI called Tensor Processing Unit. That one is indeed a better comparison to Gaudi in terms of architecture. But all of them can be compared in perf"  
[X Link](https://x.com/gustavokov/status/1778161326440804548)  2024-04-10T20:41Z [----] followers, [--] engagements


"@ggreatgrandcub I just realized I did not clear the confusion that tensor cores in NVidia GPUs are not invented / design / made by Google xD "tensor" is a math concept that applies well to the AI domain"  
[X Link](https://x.com/gustavokov/status/1778488015104463316)  2024-04-11T18:19Z [----] followers, [--] engagements


"E o Milei que disfarou de CEO da NVidia"  
[X Link](https://x.com/gustavokov/status/1779110302547636398)  2024-04-13T11:32Z [----] followers, [--] engagements


"Hah ta um desafio pra infosec The Papa Johns closest to the Pentagon is far busier than usual https://t.co/Fe7t2HRqAj The Papa Johns closest to the Pentagon is far busier than usual https://t.co/Fe7t2HRqAj"  
[X Link](https://x.com/gustavokov/status/1779490439067771000)  2024-04-14T12:42Z [----] followers, [---] engagements


"@lucasarruda Hj vc j pode rodar uma VM Linux arm64 bits e dentro dela rodar binrios x86 com o runtime que a Apple distribui. S que pra rodar certo vc precisa executar a VM inteira no modo de ordenao de memria x86 no Mac s o processo roda nesse modo - agora vai ter isso no Linux"  
[X Link](https://x.com/gustavokov/status/1779906242527330404)  2024-04-15T16:14Z [----] followers, [--] engagements


"Se Israel fizer um gesto proporcional ele no vai reclamar ento n Vai destruir muita coisa matar muita gente mas a problema do Ir que no tem uma Iron Dome pra se defender do gesto n"  
[X Link](https://x.com/gustavokov/status/1779908948587347992)  2024-04-15T16:25Z [----] followers, [--] engagements


"@femisapien_z @elonmusk Considerando q ele adquiriu o tuiter do jeito q foi e fez o que fez desde ento tenho dificuldade de ver racionalidade no que ele tem feito heh"  
[X Link](https://x.com/gustavokov/status/1782366532879647048)  2024-04-22T11:11Z [----] followers, [--] engagements


"@renetous Troco BOVA por DIVO t atrs de um ETF pra REITs ou imobilirio global / US ser que tem algum bom"  
[X Link](https://x.com/gustavokov/status/1783917807333216539)  2024-04-26T17:55Z [----] followers, [--] engagements


"tem the office uk no max - chico feliz no tem o udio original WTF - chico triste"  
[X Link](https://x.com/gustavokov/status/1784015294899409093)  2024-04-27T00:22Z [----] followers, [--] engagements


"H [--] anos seria impensvel esse conselho ter os CEOs de NVidia e AMD mas no o da Intel This morning the Department of Homeland Security announced the establishment of the Artificial Intelligence Safety and Security Board. The [--] inaugural members include Sam Altman Dario Amodei Jensen Huang Satya Nadella Sundar Pichai and many others. https://t.co/f7zVOZJM16 This morning the Department of Homeland Security announced the establishment of the Artificial Intelligence Safety and Security Board. The [--] inaugural members include Sam Altman Dario Amodei Jensen Huang Satya Nadella Sundar Pichai and"  
[X Link](https://x.com/gustavokov/status/1784241616879792544)  2024-04-27T15:22Z [----] followers, [---] engagements


"Muito bom esse remix das msicas do Sonic. As msica originais j so foda mas ficou muito bem feito"  
[X Link](https://x.com/gustavokov/status/1784357033908539660)  2024-04-27T23:00Z [----] followers, [--] engagements


"Pera isso uma admisso de q FSD t difcil pra eles Qual q vai ser o papel do Baidu ⚠ JUST IN: *ELON MUSKS TESLA STRIKES DEAL WITH CHINAS BAIDU FOR DRIVER ASSISTANCE *TESLA SHARES JUMP 10% BAIDU SHARES UP 6% $TSLA $BIDU https://t.co/TnboPMKLxy ⚠ JUST IN: *ELON MUSKS TESLA STRIKES DEAL WITH CHINAS BAIDU FOR DRIVER ASSISTANCE *TESLA SHARES JUMP 10% BAIDU SHARES UP 6% $TSLA $BIDU https://t.co/TnboPMKLxy"  
[X Link](https://x.com/gustavokov/status/1784919626578534764)  2024-04-29T12:16Z [----] followers, [---] engagements


"@marquesdotiete Com certeza barateamento dos componentes de hardware permitiu fazermos essa escolha. Mas vc j percebeu que o aumento da memria RAM nos computadores deu uma desacelerada Anos [--] era era normal 4MB [--] anos depois 4G era normal ali nos [----]. 10x. [--] anos depois mal mal 4x"  
[X Link](https://x.com/gustavokov/status/1784944105388208569)  2024-04-29T13:53Z [----] followers, [--] engagements


"@JuanILebedev @_fabknowledge_ Thats the glut they caused themselves fading. Looking forward competition will heat up in that segment which is the only one they are still strong in"  
[X Link](https://x.com/gustavokov/status/1785246431810400619)  2024-04-30T09:54Z [----] followers, [--] engagements


"@Anipddu @EricJhonsa All the rumors and what we can see from chips already in the market point to AMD still being in the lead by a wide margin in high core count / cloud workloads. Its not an accident Intel focused its message on consolidation of [----] servers and ignored compared to competition"  
[X Link](https://x.com/gustavokov/status/1785622266794885579)  2024-05-01T10:48Z [----] followers, [--] engagements


"This is a great summary. It strikes down a few myths: [--] node is the key factor NVidia has way better performance and efficiency even being on an older node because it has a better design [--] more transistors is always better PVC has 100B H100 80B H100 still way better Yeah. It helps if you can sell your chip at $30k more than an entire TSMC wafer. Also note Nvidia is (still) using a 5nm-class node half a decade old now (mature depreciated high-yield). Instead Intel's idea with PVC was to be the 7nm (I4) *lead* product. @glennklockwood Yeah. It helps if you can sell your chip at $30k more than"  
[X Link](https://x.com/gustavokov/status/1785666273881260484)  2024-05-01T13:43Z [----] followers, [---] engagements


"Btw um negcio q eu notei na call da AMD ontem foi q eles decidiram comear a especificar sistemas completos ao invs de s vender o componente - na call anterior eles tinham reafirmado q naquele momento s estavam vendendo os componentes e deixavam pros OEM empacotar"  
[X Link](https://x.com/gustavokov/status/1785668484044652578)  2024-05-01T13:51Z [----] followers, [--] engagements


"Claramento essa especificao de servidores racks rede um dos valores agregados que o mercado (e os analistas) esto vendo na NVidia e a AMD foi forada a danar conforme a msica - o q pode ser positivo no mdio prazo pq eles vo desenvolver mais relacionamentos diretos"  
[X Link](https://x.com/gustavokov/status/1785668779873067027)  2024-05-01T13:53Z [----] followers, [--] engagements


"@pers0naluni0n @SquashBionic @FelixCLC_ I didnt have a point but I think you want to know why bother. Because AI is not the only workload because unified memory enables more workloads there are many opportunities for tuning and customizing for specific customers on a platform like MI300. AWS chiplets why not"  
[X Link](https://x.com/gustavokov/status/1786682132863054323)  2024-05-04T08:59Z [----] followers, [--] engagements


"@pers0naluni0n @SquashBionic @FelixCLC_ Another thing is as AI gets more mainstream youll see a lot more inference mixed with other workloads some of them will make more sense on the cpu and you get a lot of value from having unified memory then. Then you can have DPU chiplets. The package = the system for efficiency"  
[X Link](https://x.com/gustavokov/status/1786736043070226667)  2024-05-04T12:34Z [----] followers, [--] engagements


"@pers0naluni0n @SquashBionic @FelixCLC_ To sum it up: you need to keep your eyes beyond the absolute short term. Thats how AMD came back and how nVidia overtook Intel. And there are many opportunities in the horizon some of them will be mirages but being flexible and customizable gives you an advantage probably"  
[X Link](https://x.com/gustavokov/status/1786736798997127411)  2024-05-04T12:37Z [----] followers, [--] engagements


"Toda vez q eu leio sobre essas coisas eu lembro q a luz usada na litrografia dos chips mais modernos de hoje criada com uma gota de um qumico que cai e atingida por um laser que a transforma em plasma - a luz emitida pelo plasma refletida por espelhos pra chegar na lente"  
[X Link](https://x.com/gustavokov/status/1787262977046925518)  2024-05-05T23:27Z [----] followers, [--] engagements


"Imagina a preciso dessa bagaa. S existe [--] empresa capaz de fabricar os espelhos e a lente (Zeiss) e [--] empresa capaz de fabricar a mquina completa (ASML)"  
[X Link](https://x.com/gustavokov/status/1787263311156859103)  2024-05-05T23:29Z [----] followers, [--] engagements


"@FrancisBlacKn Cara direto tem treta. EUA Holanda e ASML to apertando controles ainad mais ultimamente https://www.ft.com/content/b686c84a-8d5f-46dc-af67-90cbf635170a https://www.ft.com/content/b686c84a-8d5f-46dc-af67-90cbf635170a"  
[X Link](https://x.com/gustavokov/status/1787434930047197510)  2024-05-06T10:51Z [----] followers, [--] engagements


"A principal diferena que hj a globo tem feito bem mais por merecer com essa ncora incompetente que colocaram na gnews"  
[X Link](https://x.com/gustavokov/status/1789436607453392995)  2024-05-11T23:25Z [----] followers, [--] engagements


"Nesse ano tanto AMD quanto Intel devem lanar arquiteturas novas bom o Lion Cove ter um ganho relevante de IPC pra ser competitivo"  
[X Link](https://x.com/gustavokov/status/1789635614171611260)  2024-05-12T12:35Z [----] followers, [--] engagements


"@Psycho_Capybara Eu tambm t muito ansioso pra ver testes independentes Os testes que eles mostraram so meio esquisitos p ex comparam com o M2 pra multithread o certo seria comparar com o M2 Pro que tem o mesmo nmero de cores. E tem q ver qta energia usa de fato"  
[X Link](https://x.com/gustavokov/status/1789638069093568969)  2024-05-12T12:45Z [----] followers, [--] engagements


"@Psycho_Capybara Se eu precisasse chutar diria que vai ser competitivo com o M2 / M2 Pro em desempenho o que j muito bom Mas eu t meio ctico com relao eficincia"  
[X Link](https://x.com/gustavokov/status/1789638362866860151)  2024-05-12T12:46Z [----] followers, [--] engagements


"@Psycho_Capybara Sim falei disso um tempo atrs depende muito da importncia que a Microsoft vai dar. *Parece* que eles finalmente vo levar a srio mas ainda ver pra crer n"  
[X Link](https://x.com/gustavokov/status/1789646259227078803)  2024-05-12T13:18Z [----] followers, [--] engagements


"Essa foto do qu S respostas erradas eu comeo: Esbanja coordenando o carregamento de suas comprinhas em visita oficial a parri"  
[X Link](https://x.com/gustavokov/status/1791090413241033051)  2024-05-16T12:56Z [----] followers, [--] engagements


"@ernstdj @phatal187 @witeken They clearly tried to sell it would be more than Frontier I never saw them say it would be [--] EF always [--]. I wish I could remember which event it was in Intel person on stage with Rick says something like "it will reach [--] EF" and Rick is like "we'll see." something like that"  
[X Link](https://x.com/gustavokov/status/1791207837026193732)  2024-05-16T20:43Z [----] followers, [--] engagements


"Se eu fosse acionista da Intel estaria muito preocupado depois do evento da Microsoft de hoje. Qualcomm com um destaque absurdo todos os OEMs lanando vrios modelos com o chip chances reais de a Intel perder marketshare mais rpido do que vem perdendo em servidores"  
[X Link](https://x.com/gustavokov/status/1792656997785178380)  2024-05-20T20:41Z [----] followers, [--] engagements


"Laptops e desktops comerciais o nico business bom que a Intel ainda tem se comear a perder muito volume vai ser uma devastao. Chance de Intel repetir a Nokia na virada dos [----] pros [----] aumentou significativamente depois desse evento de hoje viu"  
[X Link](https://x.com/gustavokov/status/1792657285719982358)  2024-05-20T20:42Z [----] followers, [--] engagements


"E AMD Bom AMD 1) tem muito menos market share pra perder 2) no tem PCs como business mais importante e nico lucrativo 3) no tem centenas de bilhes de fbricas q podem ficar vazias ao mesmo tempo em que constri mais"  
[X Link](https://x.com/gustavokov/status/1792659014406504622)  2024-05-20T20:49Z [----] followers, [--] engagements


"Se AMD tiver problemas pra competir em laptops ela faz como fez quando a Intel inundou o mercado: pede reduo da alocao de wafers na TSMC e joga tudo pra EPYC e MI300 pra comer mais share da Intel em data center"  
[X Link](https://x.com/gustavokov/status/1792659314240561168)  2024-05-20T20:51Z [----] followers, [--] engagements


"AMD vai ter muito mais tempo pra reagir com novos designs ou at um pivot completo pra usar Arm se for isso que o mercado demanda. Intel vai sofrer uma deseconomia de escala gigantesca"  
[X Link](https://x.com/gustavokov/status/1792659727089881382)  2024-05-20T20:52Z [----] followers, [--] engagements


"@cegadede Eu t bem ctico desde que anunciaram tem uns detalhes dos benchmarks que me deixaram meio assim. Mas. t muito ansioso por testes independentes https://x.com/ryanshrout/status/1792611332761727073 Demo of Photoshop running almost 2x faster than the MacBook Air using M3. https://t.co/XhlLUsyFmW https://x.com/ryanshrout/status/1792611332761727073 Demo of Photoshop running almost 2x faster than the MacBook Air using M3. https://t.co/XhlLUsyFmW"  
[X Link](https://x.com/gustavokov/status/1792660586846630063)  2024-05-20T20:56Z [----] followers, [---] engagements


"Estudo comissionado pela Microsoft que tem cavalo nessa corrida manter isso em mente mas parece interessante: compara Surface Laptop com o chip Qualcomm um laptop Intel e o Mac M3 https://x.com/ryanshrout/status/1792638431056601479 Today @Microsoft and @Qualcomm announced the new Surface Laptop and new Surface Pro Copilot+PCs powered by the @Snapdragon X Elite processor. https://t.co/Y2wlo6a3lZ Our team at @Signal_65 has been working on a report looking at the new device SoC performance and https://x.com/ryanshrout/status/1792638431056601479 Today @Microsoft and @Qualcomm announced the new"  
[X Link](https://x.com/gustavokov/status/1792662397615837350)  2024-05-20T21:03Z [----] followers, [---] engagements


"@witeken Remember your calculation for power usage for Aurora. How likely is it that you are overestimating the efficiency here"  
[X Link](https://x.com/gustavokov/status/1793032864390385931)  2024-05-21T21:35Z [----] followers, [--] engagements


"@cegadede carai vai dar uma bela aumentada no tempo pra resolver nomes isso a hein ainda mais se o windows for burro na forma como usa o arquivo (boas chances)"  
[X Link](https://x.com/gustavokov/status/1793286171767755238)  2024-05-22T14:21Z [----] followers, [--] engagements


"@nomad_lw @Olrak29_ Those are all from the current gen SPR/EMR AMD is gaining market share without having any. Intel and AMD are not adding NPUs to their servers SKUs just to client"  
[X Link](https://x.com/gustavokov/status/1794368833928699994)  2024-05-25T14:04Z [----] followers, [--] engagements


"Se for ver o tanto de paladino do povo que faz coisas desse tipo ser q sobra alguns"  
[X Link](https://x.com/gustavokov/status/1794847701416419375)  2024-05-26T21:46Z [----] followers, [--] engagements


"@EdwardMcKernan @witeken Xeon prices crashed more recently as well due to AMD competition. DCAI has not been profitable for a reason. AMD ASP is higher atm than Intel in DC"  
[X Link](https://x.com/gustavokov/status/1795769862175748190)  2024-05-29T10:51Z [----] followers, [--] engagements


"Muito interessante. Eu estou bem ansioso pra saber mais do Lunar Lake. Esse novo E core pode ser o comecinho de um retorno competitividade no data center pra Intel infelizmente na gerao que vem depois da que est pra ser lanada ainda"  
[X Link](https://x.com/gustavokov/status/1796335737970819467)  2024-05-31T00:19Z [----] followers, [--] engagements


"No comeo dos anos [----] a Intel cometeu alguns erros de estratgia no design o Pentium [--] foi uma gerao muito ruim. Por sorte eles tinham o "Pentium M" especfico pra laptops que acabou virando o CPU principal e sendo o precursor da linha Core [--] Duo que recuperou bem"  
[X Link](https://x.com/gustavokov/status/1796336299202515140)  2024-05-31T00:22Z [----] followers, [--] engagements


"Eu vou dar a real: transacionar na blockchain caro e gente sria est passando a transacionar s via ETF que usa o modelo tradicional. O q algum vai se perguntar em algum momento : pra qu usar a blockchain Vamos substituir por um backend controlado por Blackrock e cia xD ⚠🪫 Something is happening with $BTC trading volume its vanishing. Yesterday was the lowest volume day (in Bitcoin) traded in at least a year on both major USD and Tether pars. $BTC/ $USDT #Binance perps were lowest since just after launch in [----] 👀 https://t.co/VP3MvaSDqa ⚠🪫 Something is happening with $BTC trading volume its"  
[X Link](https://x.com/gustavokov/status/1797297384738672781)  2024-06-02T16:01Z [----] followers, [----] engagements


"@agpatriota @claudiolucinda Sou ctico disso tambm acho que regulao vai chegar nos mineradores - se uma maioria decidir rodar um fork q suporte interveno j era. O caso q gerou o fork do Ethereum / Ethereum Classic mostra como pode acontecer"  
[X Link](https://x.com/gustavokov/status/1797357224777425227)  2024-06-02T19:58Z [----] followers, [--] engagements


"@agpatriota @claudiolucinda Maioria do hash rate na verdade poucos mineradores so um pedao imenso do hash rate. Basta a regulao chegar neles"  
[X Link](https://x.com/gustavokov/status/1797358751919333497)  2024-06-02T20:04Z [----] followers, [--] engagements


"@DonVianna @agpatriota @claudiolucinda Eu acho que se o esquema da custdia prpria vier a ser necessrio o valor em USD vai estar bem menor do que agora - pq vai ser muito difcil achar out ramp. Mas ironicamente pra mim a nica razo q justificaria toda a complexidade da coisa. No parece ser relevante pra maioria"  
[X Link](https://x.com/gustavokov/status/1797361268761735566)  2024-06-02T20:14Z [----] followers, [--] engagements


"@agpatriota @claudiolucinda Vai mas a que preo Bitcoin Cash e Ethereum Classic valem em USD muito menos do que os projetos "oficiais". As chances so de que o fork majoritrio continuar com o preo mais alto e os de nicho vo derreter"  
[X Link](https://x.com/gustavokov/status/1797384349186216398)  2024-06-02T21:46Z [----] followers, [--] engagements


"@brigidogabriel @DelfinoTuito O esforo de controlar o dficit eu vou discordar de vc a impresso q tenho q o governo est esticando a regra e a pacincia do mercado at onde der. Na exportao concordo mas uma recesso leve nos EUA pode dar uma entortada nisso a no curto prazo"  
[X Link](https://x.com/gustavokov/status/1798154487565303824)  2024-06-05T00:46Z [----] followers, [--] engagements


"@witeken That's not from the [----] investor meeting is it He said something very similar back then with such high confidence to say that staying above 50% GM was a given that it was a conservative set of guardrails that they would manage. It took only a few quarters"  
[X Link](https://x.com/gustavokov/status/1800129586979881074)  2024-06-10T11:35Z [----] followers, [---] engagements


"@krystalball You know this whole thing started with a bloody massacre committed by Hamas for no reason other than hatred for Israel and *taking* hostages right"  
[X Link](https://x.com/gustavokov/status/1800243264647282717)  2024-06-10T19:06Z [----] followers, [--] engagements


"Vc sabia que Bitcoin projetada para s conseguir fazer por volta de [---] milhes de transaes nesse mesmo perodo"  
[X Link](https://x.com/gustavokov/status/1800493370692997578)  2024-06-11T11:40Z [----] followers, [--] engagements


"@BrunettaFelipe @gboncoffee Sim por isso que falei l atrs que o sistema financeiro normal servir de frontend hoje parte do objetivo. Mas isso no resolve o financiamento da segurana da blockchain. Eu acho q vai acabar virando uma permissioned blockchain mantida por bancos. vai vendo"  
[X Link](https://x.com/gustavokov/status/1800572437089915242)  2024-06-11T16:54Z [----] followers, [--] engagements


"Ainda mais qdo o governo foi eleito se dizendo frente ampla mas bastou sentar na cadeira pra mandar a ampla merda e botar o partido na frente"  
[X Link](https://x.com/gustavokov/status/1800646589620335040)  2024-06-11T21:49Z [----] followers, [--] engagements


"@witeken Thats not saying much. AMD never had the kind of backing Qualcomm is getting from MS and OEMs. They got a Dell XPS. If the marketing is well done few people will even notice its not x86. Its not that unlikely"  
[X Link](https://x.com/gustavokov/status/1801546269581557950)  2024-06-14T09:24Z [----] followers, [---] engagements


"A soluo pra previdncia ser reviso de renncias j fiz tudo que a gente precisa saber: s esto tentando enrolar e ganhar tempo a espera de um milagre. Tomara que no venha pra se fuderem 😇"  
[X Link](https://x.com/gustavokov/status/1801602615353938284)  2024-06-14T13:08Z [----] followers, [--] engagements


"@hoje_no Tava bom de um storm shadow ou ATACMS cair nisso a hein"  
[X Link](https://x.com/gustavokov/status/1801951163924754724)  2024-06-15T12:13Z [----] followers, [--] engagements


"Pera como assim retomada da DRU Ela chegou a cair em algum momento"  
[X Link](https://x.com/gustavokov/status/1802758735930052886)  2024-06-17T17:42Z [----] followers, [--] engagements


"@GlendaFerreira Podia ter um stress forte de novo pra VP cair abaixo de [---] e ficar sem pagar dividendo. Quero comprar a [--] e poco de novo"  
[X Link](https://x.com/gustavokov/status/1802829144411001037)  2024-06-17T22:22Z [----] followers, [--] engagements


"Snapdragon X Elite: infelizmente deixou a desejar. No chegou na Apple em eficincia pau a pau com os ltimos de Intel e AMD - que devem lanar chips mais eficientes at o final do ano. No tem nenhum grande diferencial que justificaria o risco de compatibilidade"  
[X Link](https://x.com/gustavokov/status/1803432186911101309)  2024-06-19T14:18Z [----] followers, [--] engagements


"@sobotelha Os diretores indicados por Lula esto usando essa instituio do Estado pra fazer o governo sangrar Ser que h infiltrados do neoliberalismo no governo que fizeram Lula indicar opositores"  
[X Link](https://x.com/gustavokov/status/1803928951309357312)  2024-06-20T23:12Z [----] followers, [--] engagements


"Fact check: Apple had an NPU on M1 in [----] Qualcomm had the first chips with NPUs for Windows in [----]. For x86 laptops AMD was first to market with an NPU mid [----] with the [----] series. Fact check: Intel launched Meteor Lake as new entrant with the very first AI PC CPU with [--] design wins out of the gate (and over [---] in total) in December. Fact check: Intel launched Meteor Lake as new entrant with the very first AI PC CPU with [--] design wins out of the gate (and over [---] in total) in December"  
[X Link](https://x.com/gustavokov/status/1804084233939325359)  2024-06-21T09:29Z [----] followers, [---] engagements


"Um negcio q eu acho curioso vendo reviews dos laptops novos a postura da turma com novidades. No acho q tem q gostar de tudo mas eu esperava mais tipo seu papel ajudar a audincia entender no rejeitar por princpio qualquer novidade"  
[X Link](https://x.com/gustavokov/status/1804144133809877086)  2024-06-21T13:27Z [----] followers, [--] engagements


"Vi um reviewer dizendo p ex q uma GPU NVidia ou AMD de desktop muito mais poderosa pra processar AI que as NPUs que vem agora nos laptops. pra ser mesmo o que as NPUs trazem eficincia energtica que permite rodar coisas menores direto sem matar a bateria"  
[X Link](https://x.com/gustavokov/status/1804144612967104706)  2024-06-21T13:29Z [----] followers, [--] engagements


"@michel_cht @JoaoLins23 @GlendaFerreira Objetivos diferentes n Se o que voc pretende reinvestir tudo no mesmo lugar um fundo q no pague dividendos mais eficiente. Receber dividendos pode ser bom pra reinvestir em outras coisas ou pra usufruir. Os dois so vlidos depende do seu objetivo"  
[X Link](https://x.com/gustavokov/status/1804223321585684612)  2024-06-21T18:42Z [----] followers, [--] engagements


"@itsaflecha Sim pra Radeon e pras APU a AMD peca demais. Mas o que d dinheiro mesmo principalmente pra NVidia so as pra data center. E a MI300X tem algumas vantagens tem boas chances de virar uma concorrncia mais forte depois desse rush de ningum foi demitido por comprar NVidia"  
[X Link](https://x.com/gustavokov/status/1804560188164145538)  2024-06-22T17:00Z [----] followers, [--] engagements


"@bonigeek @itsaflecha Bizarro n Ela era ponta de lana de AI Eu acho que AMD uma ameaa - a NVidia acelerou o roadmap em resposta a essa ameaa no tenho dvidas. Mas daqui uns anos as ameaas maiores vo ser ASICs e chips tipo Cerebras focados exclusivamente nesses workloads especficos"  
[X Link](https://x.com/gustavokov/status/1804565091284578489)  2024-06-22T17:20Z [----] followers, [--] engagements


"@Lucas_RCosta Lembre tambm que o supercomputador mais poderoso do mundo no momento usa AMD MI250X e o prximo a ocupar o primeiro lugar da lista vai ser muito provavelmente o El Capitan que usa AMD MI300A"  
[X Link](https://x.com/gustavokov/status/1804613004329205994)  2024-06-22T20:30Z [----] followers, [--] engagements


"@MrDubigode J o chip A15 da Apple no desenho da direita pequeno. Voc tolera perder alguns chips por wafer ento no adiciona essas estruturas backup. Se tem um defeito descarta. Mas com chips maiores a Apple faz isso tb"  
[X Link](https://x.com/gustavokov/status/1804959333983359090)  2024-06-23T19:26Z [----] followers, [--] engagements


"@MrDubigode O M3 tem modelos com [--] e [--] cores de gpu por esse motivo A Apple no fez [--] chips diferentes o modelo com [--] cores foi um com defeito que teve [--] cores desligados fisicamente. Mesma coisa o M3 Pro que alm de [--] modelos de gpu tb pode ter [--] ou [--] P cores"  
[X Link](https://x.com/gustavokov/status/1804959806081401042)  2024-06-23T19:28Z [----] followers, [--] engagements


"@Lucas_RCosta Mais um a Oracle Cloud validou claims de liderana em desempenho da AMD. Note que difcil achar uma comparao adequada pq tem muita varivel nos benchmarks mas esse um teste com parmetros de produo da Oracle usando FP16"  
[X Link](https://x.com/gustavokov/status/1805595505574949023)  2024-06-25T13:34Z [----] followers, [--] engagements


"@Lucas_RCosta AMD tem uma vantagem grande em capacidade e banda de memria que essencial pra rodar modelos grandes com context windows grandes. Alguns testes focam exclusivamente em throughput mas a vc vai ver e FP8 com context window pequena pode perder muita qualidade nas respostas"  
[X Link](https://x.com/gustavokov/status/1805595992139485197)  2024-06-25T13:36Z [----] followers, [--] engagements


"@itsaflecha Olha anlise sensacional incluindo um comentrio sobre o problema do software no final (e a boa notcia de que a AMD parece ter entendido q precisa de suporte universal em todos os produtos)"  
[X Link](https://x.com/gustavokov/status/1805643204189905088)  2024-06-25T16:44Z [----] followers, [--] engagements


"@pait @goescarlos Eu explico fcil: [---] - [--] = [--] num momento em que o tesouro americano est pagando [--]. Se baixar mais que isso no tem prmio dlar vai subir mais ainda e causar inflao. Teria como aliviar se a questo fiscal estivesse controladssima e a economia desacelerando"  
[X Link](https://x.com/gustavokov/status/1806714181174919614)  2024-06-28T15:40Z [----] followers, [--] engagements


"@pait @goescarlos Da forma como est economia aquecida e governo fazendo forte expanso fiscal o esperado que a inflao volte a subir o que significa q esse prmio vai ficar ainda mais comprimido. No difcil de entender se voc parar pra pensar"  
[X Link](https://x.com/gustavokov/status/1806714523077738975)  2024-06-28T15:41Z [----] followers, [--] engagements


"@pait @goescarlos Lembrando que a TIPS americana est pagando 2.1% real pra [--] anos contra os nossos 63%. Se voc acha que o governo brasileiro no tem real compromisso com o controle da inflao (e ele no tem) pode valer muito a pena ir pra TIPS - o que pressiona mais o dlar"  
[X Link](https://x.com/gustavokov/status/1806715804513079402)  2024-06-28T15:46Z [----] followers, [--] engagements


"@pait @goescarlos q no conjunto da obra com a baixa credibilidade e todo o resto que eu disse a expectativa aqui que o dlar suba frente ao real (bem )mais que a inflao em dlar. No tem atratividade nenhuma pra gringo fazer carry trade dlar serve como proteo contra inflao pra local"  
[X Link](https://x.com/gustavokov/status/1806729008324731065)  2024-06-28T16:38Z [----] followers, [--] engagements


"@pait @goescarlos Por isso q eu disse que a situao seria diferente se houvesse um fiscal muito bem arrumado e compromisso com controle da inflao. A o diferencial inflacionrio faria alguma diferena a expectativa seria de dlar pra baixo com a boa balana comercial q temos etc"  
[X Link](https://x.com/gustavokov/status/1806729595401486479)  2024-06-28T16:41Z [----] followers, [--] engagements


"@lafaiel @curunnil I could agree with you if the difference was minor but were talking 20% in [--] hours you dont need precise measurement when the difference is that massive"  
[X Link](https://x.com/gustavokov/status/1806815462715453618)  2024-06-28T22:22Z [----] followers, [---] engagements


"@lafaiel @curunnil Obviously that has nothing to do with the ISA but shows how little care Intel and AMD have put on power efficiency and the user experience that goes with it. I have high hopes at least Intel Lunar Lake catches up on that"  
[X Link](https://x.com/gustavokov/status/1806816600739463631)  2024-06-28T22:27Z [----] followers, [---] engagements


"Eu acho q os dados discordam da ideia q o @derflecha levantou. De l pra c os ganhos na massa salarial so maiores que o aumento do preo dos carros. Meu chute: as profisses usadas na comparao tinham prmio por serem relativamente novas pouca oferta. Perderam esse prmio"  
[X Link](https://x.com/gustavokov/status/1807039098265158070)  2024-06-29T13:11Z [----] followers, [--] engagements


"Quem no entendeu como a Osha chegou perto do cara l pra por o Pip nas costas dele no entendeu a natureza do Pip. A Osha conseguiu fazer o que fez porque o Pip um plot device"  
[X Link](https://x.com/gustavokov/status/1808266412869538162)  2024-07-02T22:28Z [----] followers, [--] engagements


"@Olrak29_ so you're saying you don't like us sad"  
[X Link](https://x.com/gustavokov/status/1808593344483746068)  2024-07-03T20:07Z [----] followers, [--] engagements


"@GabrielCBrasil Sim mas hoje os grupos ambientalistas continuam contra e so a principal voz publicamente e ostensivamente contrria no Eu no tenho esse desejo de eles serem mais influentes por isso. Usam a influncia que tem pra defender ideias erradas e facilitar o trabalho do atraso"  
[X Link](https://x.com/gustavokov/status/1808796147567263922)  2024-07-04T09:33Z [----] followers, [--] engagements


"No entendi bem se fui ameaado por essa conta mas considerando o @ d pra ver que se trata de um verme se passando por gente vai tarde"  
[X Link](https://x.com/gustavokov/status/1809569298928505334)  2024-07-06T12:45Z [----] followers, [--] engagements


"Pra galera gamer ou que est se interessando por AI: quantidade de memria rainha. Pra ambos os casos uma GPU pior vai ter muito mais sobrevida que uma melhor se tiver mais memria"  
[X Link](https://x.com/gustavokov/status/1809974478241145015)  2024-07-07T15:35Z [----] followers, [--] engagements


"Tem um problema de instabilidade nos CPUs de desktop high end da Intel das ltimas [--] geraes que t cada dia mais feia a situao. Saiu um vdeo hoje relatando que um data center passou a cobrar mais de 10x mais por contrato de suporte pra chips da Intel vs AMD pq haja problema"  
[X Link](https://x.com/gustavokov/status/1811198260175933731)  2024-07-11T00:38Z [----] followers, [--] engagements


"@Cristiano81F @hoje_no Por isso 95% e no 100"  
[X Link](https://x.com/gustavokov/status/1812807855000424574)  2024-07-15T11:14Z [----] followers, [--] engagements


"@Cristiano81F @hoje_no O post por acaso fala q no pode Sua subservincia Rssia t afetando sua capacidade de interpretao de textos ser"  
[X Link](https://x.com/gustavokov/status/1812831233610567891)  2024-07-15T12:47Z [----] followers, [--] engagements


"@jorgemessiasagu Defende os pobres No sei no hein. O que mais se v nesse governo perdo de multa bilionria de bilionrio corrupto confesso"  
[X Link](https://x.com/gustavokov/status/1813867237746589846)  2024-07-18T09:23Z [----] followers, [--] engagements


"Seria possvel imaginar que os desenvolvedores mesmo usando Rust tivessem feito algo tipo: let mut addr: 0u8; 8; addr); let addr = u64::from_le_bytes(addr) as usize; // SAFETY: file is trusted. let whatever = unsafe *addr as Whatever ; http://file.read http://file.read"  
[X Link](https://x.com/gustavokov/status/1814643791132778617)  2024-07-20T12:49Z [----] followers, [---] engagements


"Porm. a CrowdStrike soltou um update dizendo que no tinha a ver com bytes null no arquivo. Ento a chance de ser um pointer dereference no checado que em Rust seria desnecessrio caem bastante"  
[X Link](https://x.com/gustavokov/status/1814644348002226358)  2024-07-20T12:51Z [----] followers, [--] engagements

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