drx

Good problem connoisseur. Diabolical spear chucker. Dad. Crying is a luxury. 🏴🏴‍☠️

[drx @drx]

Unabomber
/ˈyo͞onəˌbämər/
noun
1. (slang) A smart dummy; a person who possesses extreme, often genius-level academic intelligence but applies it in a profoundly irrational, misguided, or socially catastrophic way.

[Paul Graham @paulg]

When I posted this, it was considered right wing — a university had just claimed that saying it constituted a "microaggression." Now it reads as left wing, because it implicitly supports immigration.

[DHH @dhh]

THE ANNOUNCEMENT: We’re going to make the prophecy of The Year of Linux on the Desktop come true. All the pieces are now in place. Time to go all in! https://t.co/zuf5h9ClWX

[Augustin Githaka @AugustinGithaka]

To understand the feat Tanzania has just pulled off, Uganda has a total installed electricity generation capacity of approximately 2098 MW. This is what it has built in it's entire existence. Tanzania has added in one swoop 2135 MW from a single dam built in 6 years

[Le Shrub🌳 @agnostoxxx]

"The Greatest Trick the Devil Ever Pulled"

Free post, enjoy (maybe).
🥹🌳🙏

https://t.co/kOqFRehW9O

[Corey Quinn @QuinnyPig]

Today's @awscloud fun fact: S3 has a “Compliance Mode” that makes an object undeletable (even by the account owner / root account) for up to 100 years.

#awswishlist 500 years, because I want to curse somebody's descendants with the equivalent of a bucket from the dark ages.

[Justin Elze @HackingLZ]

This repo is a great time

"Traditional vulnerability disclosure is broken. It's slow, bureaucratic, and ineffective. In the AI era, we can mass-produce 0days at scale—making individual vulnerabilities less valuable but more impactful when disclosed directly.

We believe event-driven security hardening is the most effective approach: only when vendors face real, exploitable threats do they prioritize fixes."

https://t.co/JmG8R5buQd

[lcamtuf @lcamtuf]

Homomorphic encryption is a marvelous technology that allows research on it to progress without having to divulge its practical utility to outside observers

[drx @drx]

Gonna just point out that the random black dude saved the woman's life and helped de-escalate the whole thing.

[Nick Buckley MBE @NickBuckleyMBE]

Knife attack in Hong Kong by a bearded men. I won’t state the obvious!!

[Edward @EdwardGe]

African telecom exec: “We assume Chinese hardware has backdoors and the American hardware also has backdoors, so we go with whoever’s cheaper”

Surprise surprise, their entire infrastructure runs on Huawei and ZTE

[drx @drx]

@CJHandmer 💯

[Owen @Owennfa]

I Paid off my mortgage last month. Thirty years.

Bank sent the deed over, congratulations, it's yours free and clear.

Two weeks later the county tax bill shows up. $9,400. And that's not a one time thing, that's every year until I die.

Stop paying it and eventually they take the house. The one I just spent three decades buying.

So what actually changed here?

For thirty years I paid a bank so I could live in my own house. Now I pay the county so I can live in my own house.

Different envelope. Same arrangement.

Nobody ever finishes paying for a home. You just run out of banks.

[drx @drx]

Yeah...

[Lee Roach @leevalueroach]

My wife is sleeping with our contractor.

I want to be clear that I found out three hours ago and my first coherent thought was that this is vendor financing. I pay Todd. Todd is in my house nine hours a day. My wife is measurably happier. Our marriage counselor described this quarter as our strongest in years. So I paid Todd more.

Do you see it? Every dollar I send Todd comes back to me as marital satisfaction, which I book as revenue, which justifies the next disbursement to Todd. One dollar out, several dollars of apparent demand back in. I am not a victim here. I am Nvidia.

This is the thing nobody will say plainly about the AI trade. Nvidia takes equity stakes in the neoclouds, CoreWeave and Nebius and Nscale, and those companies turn around and buy Nvidia hardware, some of it with debt raised against Nvidia chips as collateral. The vendor funds the customer, the customer's purchase becomes the vendor's revenue, and the revenue justifies the valuation that funds the next customer. Demand looks broad and independent. It is neither. It's one organism holding hands with itself in a circle.

My wife says I'm making this about markets to avoid making it about us. I said the whole point is that there is no distinction, the flows are the relationship, and she said "he finished the backsplash."

He did not finish the backsplash.

I need you to sit with that. The backsplash is the only verifiable claim in this entire story and it is false. Eleven months. Todd has signed off on work he has not commenced, which puts him in excellent company, because Moody's counts $662 billion of data center leases signed but not commenced, sitting off balance sheet where nobody has to look at them. The BIS, an institution so constitutionally boring it makes actuaries look flamboyant, wrote in its annual report that leverage does not disappear by being out of sight. They meant the hyperscalers. They also meant my kitchen.

And the strain is real now, not theoretical. The big five will spend north of $600 billion in capex this year at a capital intensity above 30% of revenue, when the peak of the entire 1990s internet buildout was fifteen. Alphabet went free cash flow negative in Q2 for the first time in its existence and doubled its long term debt to $98 billion in six months. Amazon's long term debt jumped 81% in a single quarter. These are not startups burning venture money. These are the most profitable companies in human history discovering the bond market.

It had a name last time. Vendor financing. Lucent did it. Nortel did it. Nortel was once a third of the entire Toronto Stock Exchange and now it's a trivia question.

Here's my actual position, and I'm not being cute. The whole structure is a leveraged bet that intelligence stays expensive. That's the collateral. That's the moat. Every few weeks somebody publishes open weights that close half the gap for free, and the moat gets shallower, and the debt does not.

Todd doesn't know any of this. Todd is happy. Todd has positive cash flow and a girlfriend and my Wi-Fi password.

Anyway, I've got a spare room, a spreadsheet nobody wants to see, and no counterparty left. So it's you now.

[drx @drx]

The Chinese are kicking our fucking back in with counter-positioning.

What the actual fuck. It's like The Passion of the Christ right now.

That I've seen no reasonable ideas from the people paid to unfuck this fuckery is not so good I think.

[drx @drx]

Damn. [pregnant pause] Crack...

[Elon Musk @elonmusk]

Oh, the irony is too much …

[Max Stoiber @mxstbr]

My favorite quote I heard from @tobi:

"If you made something 10% faster, you did something smart.

If you made something 100% faster, you just stopped doing something dumb."

[Sahil @sahilypatel]

me: my thermostat broke

honeywell: we got you

me: also need avionics for my small plane

honeywell: yeah np

me: weird q but where do i find uranium enrichment centrifuge components

honeywell: buddy ur not gonna believe this

[drx @drx]

Canonical. Dick. Rider.

Sorry the black in me had to say it. The best part is this guy generally dismisses mosta (all?) black culture as completely useless and maybe even anti-American. Yeah well, at least we aren't dick riders.

[Eric S. Raymond @esrtweet]

Hey, @elonmusk. I can understand why you think people don't like you. You're driven to the point of often damaging your relationships, a perfectionist, and probably a difficult though inspiring boss.

I'm here to say that I like you. Or at least I like the person you appear to be from the distance between us. I'd love to meet you someday and talk about geeky things. I think we could be friends, and when I say that I've already priced in all the personality traits that make you difficult. It's not like I don't have a few of those myself.

It's true that you're never going to be liked by most people. But most people are NPCs - there isn't much point to caring about what they think about one personally, and I seldom bother. What matters is the quality of the people who are capable of accepting you as you are. Of both caring about you as a human being, and calling you on your bullshit when that's required.

I think I could be one of those people, and I'm not unique. The minimum-IQ filter is pretty fierce, but I nevertheless think I know at least four people who are qualified for the role of Elon-friend.

And I want you to have more friends, whether or not one of them is me. There's a lot riding on your continued health, and loneliness is the dagger of the mind.

I know you don't think you're very good at being happy, but I think you deserve not to feel isolated. You've done a lot of good for the world. If there's anything I can do to help you feel more valued as a human being, I want to.

I hope this helps.

[drx @drx]

How are all of y'all so fucking certain?

How? I don't fucking get it.

[aether @bluewdrift]

Embarrassment is the cost of entry.
If you aren't willing to look like a
foolish beginner, you'll never become a graceful master.

[drx @drx]

What did Spain do to Morocco now?

[Mossad Commentary @MOSSADil]

INVASION: SPANISH ENCLAVE OVERRUN AS 1,500 MIGRANTS SWIM FROM MOROCCO

Spain’s North African enclave is facing a humanitarian and security emergency after roughly 1,500 migrants crossed by sea in just one week.

Arrivals are averaging 300 a day. Reception centers are overwhelmed, hundreds are sleeping outdoors, and facilities for unaccompanied minors are operating at 2,400% capacity.

Officials fear a repeat of the 2021 crisis, when approximately 10,000 migrants entered Ceuta within days.