@emollick I think Microsoft has refocused this year with copilot, the IQ suite, and the new consulting arm. I see them doing FDEs with that group and building ontology and data integrations to enable the next evolution of AI. Not chasing further datacenter explosion seems reasonable.
@elonmusk Florida had 400,000 immigrants over the last 5 years, the most in the country. It then flipped to a red state from a toss up state due to south Florida latin vote. This whole narrative fails at the first principal reasoning test.
@cb_doge This statement is idiotic and rooted in a fallacy. The state of Florida had the MOST immigrants in the last 5 years, and the state flipped to Republicans BECAUSE of the Latino vote. Look it up. Musk is too smart to believe this easily disproven propaganda
@anshuc That's a little harsh. They massively increased their model size and demand can vary by orders of magnitude. Nobody has a build out elastic enough to support that range of variability.