@CapitalObserver stock went down because of the citrini note suggesting all of the hyperscalers were going to do double the expected issuance by 27-28. maybe departures “helped” somewhat, but shares are down on anticipated future dilution.
@asianinvestors seems like the thesis falls apart if the capex leads to earnings growth, which allows the capex spending to be sustained or increased. and obviously that’s the bet the *hyperscalers* are making, whether because they believe it, or they think it’s a red queen’s race or whatever.
@inerati it seems perhaps like a middling-bad outcome? there are so many substantially worse outcomes that don’t take too much imagination to arrive at.
@Scobleizer the reason chinese cars have suspension like this is because they’re chaufered, and german cars are owner-driven. nobody wants to drive a car with mushy suspension, it’s not an innovation that north american automakers can’t achieve, it’s a deliberate choice they’re making.
@sporadica@Noahpinion it seems like they got an older EUV machine light source, likely from TSMC after an upgrade cycle, not the entire machine, and probably not from ASML
yeah, i really dislike it when people talk about “Iran” as a coherent, singular, entity across time with regard to this conflict. it’s an autocracy, and the US killed an entire layer of its autocrats at minimal cost. this will have implications for autocrats of all sorts, going forward, including the Iranian ones, influencing the decisions they make.
@perrymetzger they have another video demonstrating some hardware. it’s supposed to be ultrasound tomography, the user basically gets submerged in a tank of water for the scan. unclear if this means they can’t scan the user’s head?
@ContrarianCurse I feel like all the standing desks are just white labeling the same motor, but I guess the best desks are ones with 4 legs and 4 motors, not 2. Uplift makes one.
@ContrarianCurse KEF LS50 Metas for speakers, webcam should be a DSLR with an Elgato Camlink, Steelcase Gesture for chair, MX Master 4 for the mouse, obviously.
@LokiJulianus what i’m getting from this is that SK Telecom is suspected of having ties to the CCP. i wonder if anthropic knows that, as dario’s public position is that he’s determined to prevent china from winning. maybe SKM needs to exit anthropic’s cap table altogether.