@blhodder@Midnight_Captl I broadly agree with you but to be fair to the OP’s underlying argument, AWS / 3P / shipping are all fundamentally scale businesses (which is why Amazon dominates them) that don’t require nearly as much technical expertise as chips.
Seems like there are probably some lessons to be learned from the political success of the governor of a critical swing state and not just mayoral candidates in very progressive cities.
No Democrats are running “to the right of Trump” on Iran.
But pointing out that he is settling the war on objectively terrible terms rather than just praising him for ending it is important to the politics of deterring future absurd wars.
@dasvee@furnuwees@PeterBerezinBCA All signs are a massive supply/demand imbalance for long into the future on CPUs & GPUs If you’re focusing on whether EOL/depreciation cycles for chips are 3-5 years or 8-10 years (vs. the overall accelerating margins they’ve had over the past few years), you’re missing the boat.
@BrianCostin@Ferris866242642 Such a dumb f'ing response. 'You drank a beer therefore it is hypocritical to say alcohol is detrimental to a lot of people".
Meta has leaned the hardest into an AI vision where your current employees are just meatbags to mentally strip-mine until the company is just the CEO, 7 people and a bunch of AI agents
This is obviously wrong, not possible, value-destructive and blew up in their face
@DaReal_Beefcake@CorneliaLake No he’s talking about paying for acquisitions with their insanely overvalued stock, as with the Cursor deal. From that perspective is is a lower cost of capital than anybody else.
@DaReal_Beefcake@CorneliaLake No he’s talking about paying for acquisitions with their insanely overvalued stock, as with the Cursor deal. From that perspective is is a lower cost of capital than anybody else.
The coronavirus vaccine reduced the risk of major cardiovascular events linked to covid-19 — strokes, heart attacks, and hospitalization from heart disease — by about 40 percent, according to new research. https://t.co/cQjvi8EMpX