There are problems of physics that must be solved for ASICs to get any faster or more efficient.
Like... problems with how the universe functions where random electrons shot out of the sun can disrupt calculations at under 2nm.
There's a wall and it's only just been hit.
要使ASIC更快、更高效，必须解决一些物理问题。
喜欢宇宙如何运行的问题，在这种情况下，从太阳射出的随机电子会在2nm以下扰乱计算。
有一堵墙刚刚被击中。
Exactly.
The ability to manufacture is itself now a commodity because the knowledge is so rarified.
https://twitter.com/blaktron/s...
@BryceWeiner Why would TSMC or Samsung take on new business right now when the big 3 will pay up front in cash for any new capacity you can squeeze out?
发表时间：4年前 作者：Chris Dupres 🇨🇦 🇺🇦 @blaktron确切地
制造能力本身现在是一种商品，因为知识是如此稀缺。
https://twitter.com/blaktron/s...
@布莱斯韦纳当三大巨头将为任何你能挤出的新产能预付现金时，为什么台积电或三星现在就要开展新业务？
The key here is ASIC manufacturing capability at high resolution, which is down to about 2nm IIRC.
This means real production plants.
An ASIC is an ASIC. The process is the same be it for AI chips or GPU RAM or crypto miners.
Plants are expensive af
https://twitter.com/blaktron/s...
@BryceWeiner Consumer product lines. This is for AMD and Nvidia, who have a chokehold on the parallel computing market right now
发表时间：4年前 作者：Chris Dupres 🇨🇦 🇺🇦 @blaktron这里的关键是高分辨率的ASIC制造能力，即大约2nm IIRC。
这意味着真正的生产工厂。
ASIC就是ASIC。无论是AI芯片、GPU RAM还是加密矿工，过程都是一样的。
植物很昂贵
https://twitter.com/blaktron/s...
@布莱斯韦纳消费品系列。这是为AMD和Nvidia设计的，他们目前在并行计算市场上处于瓶颈地位
The inability to compete is why 21(dot)com failed after a massive $122M stealth investment from across the usual suspects in Palo Alto.
Making chips profitable is *not* easy.
You cannot just throw money at it, as @balajis learned the hard way.
21（dot）公司在帕洛阿尔托进行了价值1.22亿美元的大规模秘密投资后，由于缺乏竞争力而失败。
让芯片盈利并不容易。
正如@balajis艰难地学会的那样，你不能只是向它扔钱。
Competition failure is another good metric.
I'm a Mac guy so I'm well acquainted with Intel's lack of competitiveness and having ZERO means to upgrade away from them.
I think they noticed, too.
https://twitter.com/Dan1611/st...
@BryceWeiner Intel gpus keeps getting delayed lol
发表时间：4年前 作者：Dan1911 @Dan1611竞争失败是另一个很好的衡量标准。
我是Mac电脑公司的人，所以我很了解英特尔缺乏竞争力，没有升级的手段。
我想他们也注意到了。
https://twitter.com/Dan1611/st...
@布莱斯韦纳英特尔GPU一直被延迟lol
I don't think Nvidia is even gonna notice ETH2.
I guess the question is really if to short ETH or not.
我不认为英伟达会注意到ETH2。
我想问题真的在于是否缩短ETH。
Indeed. Crypto mining was an extension of the gaming market and NOT its own optimized product line.
That was wise.
CUDA miners are still the least developed of any line of code because they are SO expensive... except for AI applications.
https://twitter.com/blaktron/s...
@BryceWeiner Nvidia doesn't give a shit about crypto it's all about AI for them. One DC sales nets them a year if crypto card sales
发表时间：4年前 作者：Chris Dupres 🇨🇦 🇺🇦 @blaktron的确加密采矿是游戏市场的延伸，而不是其自身优化的产品线。
这是明智的。
CUDA矿工仍然是所有代码行中最不发达的，因为他们太贵了。。。除了人工智能应用。
https://twitter.com/blaktron/s...
@布莱斯韦纳·英伟迪亚对加密技术一点也不在乎，对他们来说都是人工智能。如果加密卡销售成功的话，一家DC销售公司每年都会对他们进行网购
Puts are as low as $125 so someone is betting on market volatility, which given the occult nature of the issue might not be a bad idea.
People sell what they don't understand.
看跌期权低至125美元，因此有人押注于市场波动，鉴于问题的神秘性质，这可能不是个坏主意。
人们出售他们不懂的东西。
NVidia, perhaps wisely, did not put their eggs in the crypto basket and simply scaled in a responsible manner against demand and that cool headed management paid off, bigly. https://t.co/AkKFzerD3t
英伟达（NVidia）或许是明智的，它没有把鸡蛋放在加密篮子里，只是以负责任的方式根据需求进行缩放，而冷静的管理层获得了巨大的回报。https://t.co/AkKFzerD3t
I'm completely torn.
The gaming market might just suck up the excess from crypto miners almost instantly.
I don't know if trying to short it would be wise.
Even if ETH2 rollout fails, the market is unmoved.
我完全崩溃了。
游戏市场可能会立即吸纳加密矿商的过剩资金。
我不知道缩短时间是否明智。
即使ETH2的推出失败，市场也无动于衷。
@Larsonofficial1 It's a start. It's a small step to make sure it's done properly.
This is a HUGE deal. I don't think this is where it will stop, nor do I think it should.
@拉尔森：这是个开始。这是确保正确完成的一小步。
这是一笔巨大的交易。我不认为这是它会停止的地方，也不认为它应该停止。
Crypto promoters and influencers are 21st century carnival barkers.
Enjoy the show.
加密推广者和影响者都是21世纪的狂欢节狂。
享受这场演出。
It's a circus.
The game is the game.
https://twitter.com/Zigadeebon...
@BryceWeiner but Bryce it's all about hype atm. it's clever no?
I think this way he gets to grow, get wealth, and figure out how he protects it with value in the future.
Half of everything is just belief he is getting a big bunch of believers this way.
这是马戏团。
游戏就是游戏。
https://twitter.com/Zigadeebon...
@BryceWeiner 但布莱斯这都是关于炒作 atm。这很聪明，不是吗？
我认为这样他才能成长，获得财富，并弄清楚他在未来如何用价值来保护它。
一半的事情只是相信他以这种方式获得了一大群信徒。
Friendly reminder that cryptomarket asset price correlation with BTC is inorganic meaning decoupling is a foregone conclusion, one way or another.
友好地提醒大家，加密市场资产价格与BTC的相关性是无机的，这意味着不管怎样，脱钩都是必然的结果。
What a clown. https://twitter.com/tlagomi/st...
“besides Satoshi, we will be the largest single holder of $BTC in the world”
“the failure of $UST is equivalent to the failure of crypto itself”
🧠🧠🧠 https://t.co/VqsUgp5iLk
真是个小丑。https://twitter.com/tlagomi/st...
“除了Satoshi，我们将成为全球最大的BTC单一持有者”
“$UST的失败相当于加密本身的失败”
🧠🧠🧠 https://t.co/VqsUgp5iLk
@slowhandzen The 2nd non-neurotypical superhero on TV. Marvel seems to like them. First being Legion.
@slowhandzen是电视上第二位非典型的超级英雄。漫威似乎喜欢它们。首先是军团。
There’s a good reason not to like this, however.
Records from the time are laughably incomplete so proving lineage isn’t easy or even possible in more cases than not.
But it’s a good place to start.
The biggest airdrop in history is gonna take some practice.
然而，有一个很好的理由不喜欢这样。
可笑的是，当时的记录并不完整，所以证明血统并不容易，甚至在很多情况下都不可能。
但这是一个很好的起点。
历史上最大规模的空投需要一些练习。
Except he’s a racist. https://twitter.com/itsjoeco/s...
@BryceWeiner Trump should have come out strongly in favor of this. Limited reparations to actual descendants of slaves probably has broader appeal than most think.
发表时间：4年前 作者：Joe Colangelo @Itsjoeco除了他是个种族主义者。https://twitter.com/itsjoeco/s...
@布莱斯韦纳·特朗普本应强烈支持这一点。对奴隶的实际后代的有限赔偿可能比大多数人想象的更具吸引力。
Wait for it. https://twitter.com/larsonoffi...
@BryceWeiner Weren't there more Asians as slaves than Africans in California? I just feel like that was an eastcoast south kinda thing, but I've been wrong before.
发表时间：4年前 作者：Jlars @Larsonofficial1等等。https://twitter.com/larsonoffi...
@布莱斯韦纳：在加利福尼亚，作为奴隶的亚洲人不比非洲人多吗？我只是觉得那是东海岸南部的事，但我以前错了。