cmiles8

15 ms·

331.
by cmiles8 5mo ago
In the current environment of circular money flows “revenue” is a fuzzy number. That’s part of the challenge here. There’s concerning gaps between the money flowing in circles and net-new money entering the ecosystem.
332.
by cmiles8 5mo ago
In many ways modern Apple is largely Next. The Apple that was dying when he returned largely faded away. Folks forget that Apple was literally days away from simply going bust. One of the most amazing comeback stories in the history of busi
333.
by cmiles8 5mo ago
Same issue with grad school… the value isn’t there for this to make sense. Folks are better off just going right into them private sector.
334.
by cmiles8 5mo ago
A real shock to academia is that top research increasingly takes place outside universities. On many areas universities are now 5-10 years behind what’s happening in the private sector. That’s causing a lot of panic within the system and a
335.
by cmiles8 5mo ago
Is anyone keeping track of all these “partnerships” and “investments” in one place? This is all turning into a ton of what looks like PR fodder that appears to go nowhere.
336.
by cmiles8 5mo ago
Academia is about to go through a generational reset. The system is broken and the market only tolerates broken systems for so long. There are a ton of great things that come out of universities but it’s also clear that a model of charging
337.
by cmiles8 5mo ago
Well if you’ve seen the CNBC interview with the GameStop CEO he couldn’t answer basic questions about the deal so the outcome here isn’t surprising. The interview was so bad the first time I saw it I thought it was some sort of satire bit.
338.
by cmiles8 5mo ago
There was a time when AWS was truly innovative, but it’s long since transformed into Amazon’s cash cow and is behaving like such. Innovation has ground to a halt of mostly just meh “hey us too” launches. Pricing and design patterns feel inc
339.
by cmiles8 5mo ago
They’re talking about the backbone and what goes on behind the scenes. There have been issues with services in other regions when us-east-1 has issues. Folks built in other regions believing they were fully isolated only to discover later d
340.
by cmiles8 5mo ago
AWS’s US-East 1 continues to be the Achilles heel of the Internet. And while yes building across multiple regions and AZs is a thing, AWS has had a string of issues where US-East 1 has broader impacts, which makes things far less redundant
341.
by cmiles8 5mo ago
Well FAANG is now MANGO and yes Amazon dropped out of the top tier of tech companies on the market per these acronyms. Theres a few others other there gaining popularity which also now exclude Amazon as a top tier tech company. Amazon is su
342.
by cmiles8 5mo ago
Amazon followed that model heavily until they basically ran out of top talent wanting to work for them. That bit really hard when AI hit and all the top engineers wouldn’t even consider working at Amazon.
343.
by cmiles8 5mo ago
…but AI! Seems no CEO simply wants to say the company is under performing, we hired too many people, and now we’re resetting. But it’s clear that’s what happened on nearly all these layoffs. None of these announcements provide any convincin
344.
by cmiles8 5mo ago
These all follow a same pattern now: Vague overtones on AI savings without any hard evidence that’s happening, while ignoring obvious evidence that the company over-hired and is now underperforming relative to what would be needed to justif
345.
by cmiles8 5mo ago
My respect for Burning Man just went up a lot. These big events usually leave a giant mess behind. Glad to see they take the cleanup and restoration so seriously.
346.
by cmiles8 6mo ago
There are some improvements on coding and speed of developers, but more broadly in the enterprise AI is just producing a lot of slop that folks are getting fed up with. AI content has a look and feel people sense immediately. It’s amazing t
347.
by cmiles8 6mo ago
Not really… the rules were heavily influenced by big tech in a way that basically exempts many devices. For example iPhone 15 onwards already meets the defined standard and thus doesn’t need a user replaceable battery. So the headline is mi
348.
by cmiles8 6mo ago
Headline is misleading as the loopholes written into the regulation will likely end up exempting many/most phones
349.
by cmiles8 6mo ago
This whole prediction market space seems like a 2026 version of ball and cup game betting. Most of the people participating fail to understand that they (and their pointless bets up for harvesting) are the product here.
350.
by cmiles8 6mo ago
Most airports have some form of this, it’s just not public or promoted and is sort of an if you know you know thing for special cases. For example the airline can give you a “gate only” pass. Essentially you need somebody to sponsor you to
351.
by cmiles8 6mo ago
The debt goes bad and those that issued the debt absorb losses. Many that went in deep lose their shirts. Thats how this stuff works, although there’s a whole generation that’s not seen the back side of a bubble and seems to think there’s n
352.
by cmiles8 6mo ago
It’s a marketing move, pure and simple. Put up velvet ropes outside… leak out rumors about the horrors inside. Whether it’s LLMs or carnies with tents full of “freaks” it’s the same playbook. Watching OpenAI tumble from the clear market lea
353.
by cmiles8 6mo ago
OpenAI is starting to scramble after missing revenue targets, and this move is likely 24 months too late. There’s almost nobody that will suddenly start using AI because of this decision and those already using it have already broadly made
354.
by cmiles8 6mo ago
The US has long sought to erode OPEC’s ability to dictate global oil prices. The US has made massive progress in being broadly energy independent to isolate it from challenges elsewhere. The US has been a net energy exporter since 2019. Glo
355.
by cmiles8 6mo ago
The evidence on glyphosphate causing cancer isn’t particularly strong. I wouldn’t bathe in the stuff, but the data strongly indicates it’s one of the more benign compounds used in agriculture and landscaping.
356.
by cmiles8 6mo ago
Regardless of if this is “vendor financing” or “circular financing” the history books are riddled with this sort of stuff ending very badly. It’s concerning that the only thing that seems to be keeping the AI bubble inflated at this point i
357.
by cmiles8 6mo ago
Have you been to NY? It’s both. There are wealthy folks in the city but also some of suburbs are also some of the wealthiest places on the planet. Folks forget that you drive 30 minutes from the city center and you’re basically driving thro
358.
by cmiles8 6mo ago
The US is broadly wealthier. Folks like to bash the US, but it is wealthier.
359.
by cmiles8 6mo ago
If acetaminophen was invented today it would almost certainly be available by prescription only because of the safety concerns. There are far more benign medications that are Rx only.
360.
by cmiles8 6mo ago
He had what many called at the time an impossible task of taking over from Jobs. There are areas where things could have gone better but overall he had a solid run and kept the company growing post Jobs. He deserves some downtime and I for

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