@RouleurCapital@DeepSailCapital Zero, or bought by competitor/Microsoft.
I have a claude sub but chargedback the subscription because of their fucky subscription changes.
@Rick_Zullo The real issue is:
GPU compute took space previously meant for CPU/traditional compute, which has added YEARS to outstanding traditional compute workload backlog.
AI sucked all the floorspace out of the datacenter and real proven ROI in CPU has been sacrificed for assumptions
@PythiaR@leopoldriskmgmt "reflected the company before it's massive blockbuster product"
Which is undercut every other week by 3 other competitors and by open source, while compute costs increase faster than their market share.
Truly incredible cope.
@PythiaR@leopoldriskmgmt You people are a special kind of retarded.
"Ignore the verified 2025 data, but trust every rumor and claim by the pre-IPO board of directors"
@cjgustafson You are the one making wild assumptions based on rumors and unverified financial claims.
How you can be so bearish for this company is beyond me.
@jeremyct Prices will come down, but probably not by more then 30%, and that would only be in the most speculative RE markets.
Elsewhere, prices will probably come down 15-20%, which, hey, I'll take it.
Real physical assets, homes, heavy machinery, gold, are the best inflation meter.
@matt503ea5sf9z5 Sometimes I want the same kind of software, without closed source, telemetry-ridden, bloatware and RAM-hungry.
Eventually people are just going to make their own facebook for their family so they don't have to deal with all the extra baggage.
@rob_mcrobberson It is convenient to have grok or whatever make me a useful random app for a specific task. But usually it's to iterate on something that already exists that's been totally enshit-ified.