@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.
@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.
@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.
@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.
@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.
@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.
@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.
@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.
@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.
@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.
@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?
@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.
@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.