James Rothmann

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@JamesRothmann

redarchcapital.co.za

Cape Town, South Africa Joined July 2009

1.1K Following 1.1K Followers 1.4K Posts

Latest posts 5

James Rothmann @JamesRothmann Nov 1

@grok

If we ran DeepSeek v4.1 flash on this 1.2M Blackwells, how many tokens can it generate per day?

What is our current daily global token consumption?

Elon Musk Verified account @elonmusk Oct 31

@XFreeze There will be a total of around 1.2M Blackwells at Colossus 2 by end of year
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James Rothmann @JamesRothmann Oct 28

Though Experiment:

If all inference tokens in the world today ran on GB300 NVL72 Racks and DeepSeek v4.1 Flash, we would only need 200 Racks.

Let's say, Opus 5.5 needs 15 times this, then we need 3000 racks.

Nvidia is cranking out like 60,000 (equivalent) racks this year.

Chon Tang Verified account @chontang Oct 27

This is really interesting.

All of OpenRouter's Deepseek demand (roughly 30% of total OR token traffic) could be satisfied by 5-10 GB300 NVL72 racks. Even if that 10x over the next year, it's 50-100 racks.

NVIDIA is shipping 90k racks next year? What am I missing?
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James Rothmann @JamesRothmann Apr 27

Overconfidence is the killer.

Radical optionality over truth.

Your only edge is the speed at which you can change your mind.

Kevin Kelly Verified account @kevin2kelly Apr 27

My latest scenario: we are entering a period of permanent (decades) ultra-high uncertainty, in AI and all around. kevinkelly.substack.com/p/our-uncertai…
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James Rothmann @JamesRothmann Mar 1

sê vir my as die rewolusie verby is

James Rothmann @JamesRothmann Feb 27

The Bitcoin Braaibroodjie Index

2018: 1 BTC = 11,500 Braaibroodjies
2020: 1 BTC = 15,200 Braaibroodjies
2022: 1 BTC = 24,100 Braaibroodjies
2024: 1 BTC = 54,000 Braaibroodjies
2026: 1 BTC = 48,830 Braaibroodjies
2030: 1 BTC = 10 ... show more

@JohannBiermann1