boringg

23 ms·

391.
by boringg 11mo ago
The exec comp is a rounding error compared to the other costs of the business.
392.
by boringg 11mo ago
Theres a really funny thing going on right now -- in that everyone is forecasting an AI bubble to pop. It feels like every single human is saying that from the heads of tech companies with comments that are veiled to bankers and everyone o
393.
by boringg 11mo ago
Well if AI goes poof - the equity markets take a really big bad hit. So I would probably move out of equity and into something more concrete and reinvest if you can time the market bottom. Nvidia earnings tomorrow will be the litmus test if
394.
by boringg 11mo ago
Sorry the time had not come for geothermal. It will always be an expensive niche market. Will there be more? Sure but its ever going to fly globally.
395.
by boringg 11mo ago
Im not sure if you have spent any time in Asia but they love to have little throwaway bags for their to go drinks so they stay cold - and they hang in the same way. This looks like the exact same thing but pop an iphone in it. Wild waste o
396.
by boringg 11mo ago
Wait is archive.is a bad website to go to?
397.
by boringg 1y ago
Burry nailing real estate - good for him! Burry nailing tech valuations? That one is a more finicky beast - super high risk almost infinite growth going forward - best of luck!
398.
by boringg 1y ago
Especially if you take the view that AI is the new compute. There so many chips that need to get upgraded Thats maybe one of the largest TAMs of all time that hasn't even been touched at this point.
399.
by boringg 1y ago
X has a lock on live information that no one else has figured out yet not from a technical perspective but from an adoption perspective.
400.
by boringg 1y ago
Ok so whats the catch with the technology? Its more powerful, smaller, all readily available materials. Some kind of strange shape, longevity challenge? Difficult to make so costs are tough to bring down? Just noticed that they are owned
401.
by boringg 1y ago
Exactly - its like every VC company in the history of VC subsidized costs for growth. Once those tentacles have latched beware the exit costs though!
402.
by boringg 1y ago
I don't think you understand how ventures are funded.
403.
by boringg 1y ago
Real question -- how else is OpenAI supposed to fund itself? It has capital requirements that the most moneyed business companies can't provide. So it has to come up with ways to get access to money while de-risking the terms. Not s
404.
by boringg 1y ago
As an aside does anyone get the feeling that NYT is also training its fire on all California tech companies these days? I know that NYT really doesn't like California (always hasn't - from restaurants to culture to business) but
405.
by boringg 1y ago
You can't honestly be comparing a shitty real estate play like WeWork to the real functional benefits people get out of ChatGPT. ChatGPT was mind blowing when you first used it. WeWork is a real estate play fronted by a self aggrandiz
406.
by boringg 1y ago
The original "Tech" boom was an infrastructure boom by the telecoms funded by leveraged debt. It was an overbuild mismatch with the market timing. If you brought forward the timeline to when that infrastructure was used (late 20
407.
by boringg 1y ago
Feels more like they are taking a page of SoftBank vision fund thesis but repacking it for strategic investment.
408.
by boringg 1y ago
I will counter this. I think theres going to be a significant work to push down the costs of re-powering the aging nuclear fleet. Renewables will continue to be a force and work around the edges. Too much on the line to shut down nuclear
409.
by boringg 1y ago
It doesn't solve the problem- its the end of the day when solar has ramped down that the crises happens. Its the duck curve. Where its still hot and air conditioning is still running hard. Solar depresses the energy demand during the
410.
by boringg 1y ago
Its so gross.
411.
by boringg 1y ago
I do - more so than most other countries.
412.
by boringg 1y ago
Originally on inception -- sorry should have clarified for the purposes of the speculation purposes that it is US gov controlled.
413.
by boringg 1y ago
Right - shutdown the scam centers. Why is this so hard? If one group is using the scam center to power their resistance ... that resistance is built on a really bad foundation. I get that if you are shutting down comms for an an org thats
414.
by boringg 1y ago
Agree with you - Starlink doesn't have a government connection. In fact the reason it was successful is that it didn't have one. The government connected internet was the landlines that the cable companies were trying to deploy
415.
by boringg 1y ago
Wow they could easily maintain that for infinity at a low cost (less inflation and you know upkeep).
416.
SV test project likely hit Boeing flight(sfgate.com)
2 points by boringg 1y ago|0 comments
417.
by boringg 1y ago
Profit and settlement risk
418.
by boringg 1y ago
How much data does wikipedia take up?
419.
by boringg 1y ago
Unless he gets a lucrative mining contract
420.
by boringg 1y ago
Which breach was that again?

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