drumhead

6 ms·

31.
by drumhead 7mo ago
Netflix win this by losing. Paramount has massively overpaid for Warner Brothers, and taken on a crippling amount of debt. It was existential for them, they had a failing studio and streaming service which they hope Warners IP and HBO can c
32.
by drumhead 8mo ago
This feels like something that's being created for a Microsoft edition of Linux.
33.
by drumhead 8mo ago
Because everyone has a lot of dollars and they need to earn a return, so its either the Eurodollar market or US debt. US debt is safer. But its true to say that people are more and more reluctant to buy longer dated bonds and are turning to
34.
by drumhead 9mo ago
The US will be able to keep issuing as much debt as they like as long as the Dollar is the global reserve currency. Its when that stops being the case they'll be in trouble with hyperinflation being the most likely outcome.
35.
by drumhead 9mo ago
Or move it to Canada. One of the advantages of the US was that it was far from Europe and safe in case of invasion or war. The US clearly cant be trusted anymore , but Canada can, and it also across the atlantic.
36.
by drumhead 9mo ago
Install Gentoo.....
37.
by drumhead 9mo ago
It's not going to be replaced any time soon, there's no realistic replacement at the moment, but there is a slow movement away from it. We've already seen a stampede into gold from central banks. And pimco have said they&#x27
38.
by drumhead 9mo ago
Who decides when a leader is illegitimate or not?
39.
by drumhead 9mo ago
Invading and kidnapping the leader of a sovreign nation sounds rather illegal to me.
40.
by drumhead 10mo ago
Are Loongson powered machines available in the west? Are they only available from Chinese manufacturers?
41.
by drumhead 10mo ago
Labour have dropped to 17% because their left wing has moved to the greens, Libdems and nationalists. Reform support has stopped growing at 25% and that's mainly Tories moving across. The only people that harp on about "two tier K
42.
by drumhead 10mo ago
It's always been like this. From the official secrets act where they could jail you just for revealing the date of the office Christmas party to D notices suppressing newspapers from publish stories the government thought were to sensi
43.
by drumhead 10mo ago
It's the best deal for both companies. Netflix gets the WB back catalogue and studios to provide high quality content and potentially premium streaming services with HBO. WB gets stable cashflows and a place where their content is need
44.
by drumhead 10mo ago
Too much money being spent on a technology that isnt ready to do what they're saying it can do. It feels like the 3G era all over again. Billion spent on 3G licences which didnt deliver what they expected it would.
45.
by drumhead 11mo ago
Yes, but whether they will remains to be seen. They needed a reason to sell out without it looking like they were selling out at the top.
46.
by drumhead 11mo ago
Berkshire is sitting on nearly $350 billion in cash. One of the ratio's that Buffet uses to measure overvaluation, Wilshire 2000 Market Cap as a % of GDP is at an all time, 220%. Its usually a good indicator of a market top. He's
47.
by drumhead 11mo ago
It'll come from the other bubble in financial markets, Private Credit. There have been quite a few bankruptcies and problems emerging there, and they're stepping up to be major funders for the AI capex boom.
48.
by drumhead 11mo ago
APPL is the best bet as it doesnt have any exposure to AI. MSFT has spent a truckload of money on datacentres, if AI doesnt deliver they're going to face a huge drag on earnings because of the overinvestment.
49.
by drumhead 11mo ago
If there is a bubble then the hyperscalers with dominant market shares and big cashflows are most likely to survive if it bursts. Google, MSFT and Amazon. Oracle are on very shaky ground. Their bonds are selling at a discount to par, even t
50.
by drumhead 11mo ago
First it was Softbank and now its Thiel. Major sales coming from two of the ultimate tech insiders is probably a very good sell signal. Whether or not its the top is another question. Markets as we know can go higher longer than we think, M
51.
by drumhead 11mo ago
If you're a finance professional then there's no alternative to Excel. But otherwise Libre office calc is perfectly fine.
52.
by drumhead 1y ago
Sometimes it feels like Google are so far ahead in AI but all we get to see are mediocre LLMs from Open AI. Like they're not sharing the really good stuff with everyone.
53.
by drumhead 1y ago
Remember "Do no evil"? This sounds like another bogus role they'll ditch once they get their Nasdaq listing and need to make profits for their shareholders. I'd probably trust any organisation with a role like this even
54.
by drumhead 1y ago
They're trying to wreck as much of the current governmental set us as they can do it'll almost impossible or very difficult to rebuild it. It's almost scorched earth, they think they're killing the "deep state"
55.
by drumhead 1y ago
We created this oligopoly because they were convenient, free, powerful, and now its time for us to pay the price. Or find services that may not be as easy to use, may cost something and may not have all the features you want, but which wont
56.
by drumhead 1y ago
Is this just Google Desktop again?
57.
by drumhead 1y ago
Considering how they're clamping down on anonymity wherever they can, crypto wasnt going to escape their clutches for very long. How long before its seperated from it original aim and just turned into a gambling token.
58.
by drumhead 1y ago
I've got a Pixel, this new iPhone hasnt got anything that convinces me to move to Apple. There's nothing compelling there, not technologically or aesthetically. Yes its more powerful, but what do they do with that power but play g
59.
by drumhead 1y ago
Is this a foldable prototype. Will the iPhone foldable be 2 iphone Airs joined together?
60.
by drumhead 1y ago
Would be a tragedy if it did. So many interesting and useful apps there without the obnoxious ads or nagging to upgrade.

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