I think the thing is that tesla is tanking, but apple has more diversity and a modicum of success / growth.

Passive investing is not an issue, but the default bias towards large cap equities like SP500, Nasdaq100. Passive investing through total market ETFs (like VTI) maintains the status quo.

For example, if they are only two companies, say with 1T and 4T market cap. If one invests 5M into a total market ETF, 1M is allocated to company A and 4M to company B. But since company B is 4x bigger than company A, the upward price pressure is the same for both companies.

The money you buy stock with l goes to the former/selling shareholder, which is most often not the company. It is possible the company is holding its own stock and selling for cash, or emitting new shares for cash, but that is much much rarer.

by 'allocated', I mean allocated during the purchase decision. not that money is sent to respective company.

Yes, the renewals are included

curious how much of the growth is solely due to renewals since the cap on first time H1-Bs has stayed the same at 85k per year.

the green card queue is severely backlogged for India (and to some extent China, Mexico). this causes people who would usually get a green card after 3-5 years be on a continuous H1-B renewal cycle every 3 years.

This is normal for most state border in India. They mostly inspect commercial trucks

yes, it was in the 90s last August.

Deepseek v3 needs 16 H100s or 8 H200 GPUs for inference.

Or a single 2 processor AMD EPYC rig, for less than $6k.

https://xcancel.com/carrigmat/status/1884244369907278106

The only reason you need all those GPUs is because they only have a fraction of the ram you can cram in a server.

With AMD focusing on ram channels and cores the above rig can do 6-8 tokens per second inference.

The GPUs will be faster, but the point is inference on the top deepseek model is possible for $6k with an AMD server rig. 8 H200's alone would cost $256,000 and gobble up way more power than the 400 watt envelope of that EPYC rig.

I thought the whole story about Deepseek was that Deepseek does not have H100s?

it is 23% of total energy. if you consider only acceleration energy, it will be much larger percentage, probably 80% (as in electric cars).

you can add an '/s' at the end next time to avoid ambiguity. :)

this is a well-studied tradeoff with immigration. high-skilled immigration helps US economy and innovation but low-skilled immigration depresses wages for citizens. you are making this distinction for a narrow case i.e. tech.

show me the study for broad-spectrum lasting wage depression for low-skilled immigration? The mariel boatlift study shows basically no effect: https://davidcard.berkeley.edu/papers/mariel-impact.pdf