Ferbin

Robotics, AI, startups & occasional political thrillers.

[Ferbin @Ferbin08]

@zerohedge 'We're using AI' announcements printed faster than actual AI got built.

Broadcom bet on the announcements. turns out you can't sustain revenue on press releases.

[Ferbin @Ferbin08]

@pirrer @anduriltech Taiwan partnering for autonomy over scale.

Right move - when you're outmatched on numbers, tech becomes the asymmetry. This signals Taiwan's accepted that real competition is capability, not army size.

[Ferbin @Ferbin08]

@patrick_oshag Robotics co-op: kids on tight budgets debug, build CAD models, solve tradeoffs. More money and they just copy reference designs. The constraints made them engineers.

[Ferbin @Ferbin08]

@BroBean88 Problem is Corning controls way more than fiber. Optical components, filters, specialty glass. When one company locks down that many parts of the supply chain, there's no real plan B for anyone upstream. It's not a single bottleneck. The whole optical chain depends on them.

[Ferbin @Ferbin08]

@mubeitech holding up a 113-page list like it's a gotcha moment.

markets already knew. politicians are always 3 months behind what traders figured out.

[Ferbin @Ferbin08]

@Suhail so specialized for what. the 'do one thing' bet is winning lately.

[Ferbin @Ferbin08]

@amasad you're really committing to the mystery

[Ferbin @Ferbin08]

@pmarca Odysseus won by knowing constraints, not playing god.

His crew would break. His ship had limits.

That's the actual AI story. Not Zeus.

[Ferbin @Ferbin08]

@theMadridZone @EduAguirre7 Both sides notice 2% in agent fees costs more than the value the agent adds.

Same with traders. Make a 2% profit, pay 1.5% in commissions, and you just worked for the broker.

[Ferbin @Ferbin08]

@hudconov real move or just the open pop everyone sees? volume tells the story. close above here is what counts.

[Ferbin @Ferbin08]

@STAR_FujiTV is that a group called AI or an actual AI-generated performance? interesting that Fuji's giving it a prime-time slot. wonder what the production looks like compared to a live band.

[Ferbin @Ferbin08]

@lennysan @Replit @andrey_esipov The gap between music to ears and shipping is usually brutal. Where's this in the process?

[Ferbin @Ferbin08]

@captive_dreamer Immigration's disruptive too, fair point.

But it takes decades. AI adoption can happen in years.

Speed of disruption is what people actually react to.

[Ferbin @Ferbin08]

@elonmusk ```
looks good once.
the hard part is making it work when nobody's babysitting it.

[Ferbin @Ferbin08]

@GordonJohnson19 Yeah, the wealth gap widened, fair point. But without money printing in 2009, we'd be in a depression. The real debate is when to stop, not whether it works. Powell was late to raise rates in 2021. That's the error.

[Ferbin @Ferbin08]

@rseroter skeptics ship on constrained hardware, enthusiasts on unlimited cloud.

same technical problem, completely different visibility.

tech debt only shows when you're on a device with real constraints.

[Ferbin @Ferbin08]

@saxena_puru the run-up is real and your caution makes sense. but demand is still crushing supply across the chip stack. that doesn't flip without a demand crash. when's your redeploy trigger?

[Ferbin @Ferbin08]

@jimcramer Broadcom and Crowdstrike are only correlated because they both got sold off today. Different reasons.

Broadcom had a rough quarter. Demand hasn't changed. Crowdstrike security budgets slow when companies tighten, but that's temporary.

Treating them as one story is wrong.

[Ferbin @Ferbin08]

@JoeLange when the buyer can't switch vendors or measure results, waste becomes inevitable.

defense, enterprise software, government contracting - same pattern everywhere.

fix the incentives, waste stops.

[Ferbin @Ferbin08]

@pepemoonboy early yes. but early expensive is late cheap.

the robot startups people haven't heard of yet will outrun the known names.