burnerRhodov2

6 ms·

31.
by burnerRhodov2 10mo ago
Well, because crypto has been a crime for it's entire lifetime. Any of my friends who got funding to work on crypto got debanked, fined, jail time etc. Throughout the entire Obama-Biden era. Only under the latest Trump admin are there
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by burnerRhodov2 10mo ago
At federal minimum wage, you make 15k a year. NASDAQ 100 is on average 14.6% per year. It only takes 100k to passively earn more than the vast majority of labor. We have arrived to the point where capital is vastly more important and produc
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by burnerRhodov2 10mo ago
I was mind blown when i found that this is a major investment thesis in argentina.
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by burnerRhodov2 10mo ago
Employment stats are designed to measure economy-wide shifts, not early, localized, white-collar disruptions. The sampling will smooth those effects away until they’re large. CPS samples 60k households per month to represent ~150+ million w
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by burnerRhodov2 10mo ago
from my perspective, this is exactly where we are. Have you ever watched starter story? There's hundreds of people with 5,6+ apps making 100k+ MRR. The VC model is broken because of it.
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by burnerRhodov2 11mo ago
I feel like OpenAI could flip on the ad switch and make $20B a quarter like google... so this number isn't too crazy to me?
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by burnerRhodov2 1y ago
I don't think thats true at all... These companies are absolutely money printing machines at the scale we have never seen. Some of the individual standout figures: Apple’s trailing 12-month net income is around US$99 billion. Microsof
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by burnerRhodov2 1y ago
rip... You are right. Sorry. I exported it into excel and just looked at the column... interesting they have the same UEI?
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by burnerRhodov2 1y ago
Grants are at the bottom.
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by burnerRhodov2 1y ago
thats not true.... https://www.fpds.gov/ezsearch/search.do?indexName=awardfull&...
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by burnerRhodov2 1y ago
Yes, that is way to simplistic. You have to look at the elasticity of demand across every component to determine the correct ratio. What i can tell you, as a GSM, from a CapEx perspective, sensors, motors, cables, and batterys made in the U
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by burnerRhodov2 1y ago
Everyone keeps screaming recession, i see an extreme bull market across all asset classes...? Am i missing something?
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by burnerRhodov2 1y ago
So, all these clauses where changed back in Feb/ March. They definitely had to agree to the amendments on their grants, and they still had funding until October 1st. So, I feel like this is revisionist history because they would have b
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by burnerRhodov2 1y ago
if i charge a 39% tarrif on swiss watches, doesn't that make american watches 39% more competitive? So, people will just buy more american watches in your example, no?
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by burnerRhodov2 1y ago
I'll be straight up and tell you we have no real idea... We don't entirely know what this is. Our theory of dark matter started as "We are missing a large amount of matter in order for galaxy's to form as they do".
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by burnerRhodov2 1y ago
In this context, “dark object” really does mean a localized blob of dark matter, not a black hole or a dim, normal-matter object. The research team detected it only through its gravitational lensing effect — the way it slightly distorted th
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by burnerRhodov2 1y ago
Sun microsystems was mainly selling to startups, who could go bankrupt. Nvidia is selling to Oracle, Microsoft, Apple, Tesla, Xai and to some extent Google. Excluding potential bubbles here which are coreweave, OpenAI, Antrhopic, etc. And b
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by burnerRhodov2 1y ago
since you didn't ask, here's NVIDIA's net income over the last 10 years: 2025 – $72.9B 2024 – $29.8B 2023 – $4.4B 2022 – $9.8B 2021 – $4.3B 2020 – $2.8B 2019 – $4.1B 2018 – $3.0B 2017 – $1.7B 2016 – $0.6B They have always bee
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by burnerRhodov2 1y ago
Again, since revenue is the denominator in sales ratio, you are conflating what the OP said... The difference here and between the .com bubble is these companies have high earnings. They are literally walking cash cows and are printing mone
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by burnerRhodov2 1y ago
You are conflating revenues and earnings. Analysts forecast that NVIDIA’s earnings (and EPS) will grow in the ballpark of ~21.9% annually over the coming years.
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by burnerRhodov2 1y ago
I could tell that all your code would be in private repo's before i even opened it. Zero open source contributions, and probably pushing comments so he can get a green every day.
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by burnerRhodov2 1y ago
You explained some hyper niche instance where type hints should be ignored. 99% of the time, they are extremely helpful.