@tony_imbrogno Good article. Even on 12th though, id rather take 10th because the lights are in my favor and I get across downtown faster. But then I do and get honked at because I am off my designated path. Why cant i just choose my route?
@jengerson It would be useful to those of us about to be grift-ed to understand who the elites even are? Is it Manning? Smith? Some oil exec? The CEO of the ATB? The pope?
this is from the Cloudflare call today "we have began to see massive productivity gains, team members that were 2x, 10x, even 100x more productive than they had been before. It was like going from a manual to an electric screwdriver. Cloudflare's usage of AI has increased by more than 600% in the last three months alone." - One example among many. And I'm supposed to care about some strait?
@mattgurney@jengerson I think this comment is as much about AI spend as anything. When the numbers are as big as they are, and the driver is in place regardless of the economic outlook, no one in the market cares about externalities. And really, rightly so.
Why is this LOL? The way this looks to a regular albertan with no skin in the game is that people close to the referendum made public information that would have allowed anyone to easily forge the information required to sign the petition. In all sincerity, I think rather than an lol you should explain why this is no big deal and why any petition result should be respected. I'd wonder if they should throw out all petitions that was in process during the data breach.
@bayesian_lad If their FY revenue was restated down $8M but their 9M revenue was restated down $13M does that mean their Q4 revenue was actually $5M higher than previously reported?
@RodriGo_ethe Are you sure about that? When I read this thread it sounds pretty aligned with the doomer case. No one is going to pay, no more ships unless something gives.
Feeling like the SaaS bull case is that it would take $ASML 30 years to make enough litho machines for Anthropic to disrupt the amount of software being priced in here.
@WaterworldCapi1 This is certainly not ideal but it appears they made a horrible miscalculation of the adversary. This may be the first situation Trump has had where a deal needed two parties.