Reluctant Millennial...| Girl Dad | Engineer |
Still figuring out Twitter or X
Into Crypto, Energy, Stocks, Politics, Work, Life, Dogs, & sure other stuff
A lot of this tracks, particularly the parallels around incentives and capital allocation. Where I would push back is that IMO technological obsolescence doesnโt necessarily mean economic obsolescence. Older GPUs can retain value across different workloads, while falling compute costs can stimulate new demand. Financing structures and contracted revenues also materially change the risk profile. Capital destruction is certainly possible ( itโs a good warning) but similar risks donโt necessarily mean similar outcomes.
@EliAfriatISR You are spot on and agree with the analogy in principle. One thing though, Texan civilians are armed to the teeth...something like 2+ guns per household. The invaders would not have got very far even before the military showed up.
@PLM_Pimp I used to get worried about the lack of Republican yard signs but then a friend told me just assume every house without a yard sign is a Republican. Makes a lot of sense given voting/campaign history.