johnbarron

4 ms·

31.
Trump Will Make South Korea Pay for His Iran Humiliation(theatlantic.com)
14 points by johnbarron 2mo ago|3 comments
32.
Trump family crypto firm granted conditional approval to establish a bank(cbsnews.com)
11 points by johnbarron 2mo ago|0 comments
33.
Nvidia discloses $21B stake in SpaceX at end of second quarter(cnbc.com)
47 points by johnbarron 2mo ago|31 comments
34.
U.S. to tell partners they must pick sides in AI race with China(cnbc.com)
4 points by johnbarron 2mo ago|1 comments
35.
There's a reason why Israel has done little to rein in settler violence(apnews.com)
10 points by johnbarron 2mo ago|1 comments
36.
by johnbarron 2mo ago
https://archive.is/iLeYs
37.
MSCI Gave SpaceX an ESG Score Matching Wartime Russia(finance.yahoo.com)
4 points by johnbarron 2mo ago|0 comments
38.
Just how big is the hidden leverage of AI hyperscalers?(ft.com)
7 points by johnbarron 2mo ago|1 comments
39.
Ed Zitron on CNBC Squawk Box Talking Nvidia, Unprofitable AI Labs
8 points by johnbarron 2mo ago|0 comments
40.
Trump Ripped by Reporters Used as Decoys in Secret Escape(thedailybeast.com)
16 points by johnbarron 2mo ago|7 comments
41.
by johnbarron 2mo ago
A billionaire (now trilionaire) helping lead and celebrate an extraordinarily rapid dismantling process in which vulnerable children lost life preserving assistance... Essential employees were fired before the government had even establish
42.
by johnbarron 2mo ago
>> No one is purely good, and no one is purely evil. I will make an exception for Musk and DODGE
43.
Why are we (almost all) right‑handed?(english.elpais.com)
4 points by johnbarron 2mo ago|0 comments
44.
by johnbarron 2mo ago
You can now, as of this week, run locally models with the same performance of a SOTA model of March this year: https://news.ycombinator.com/item?id=49214008 https://news.ycombinator.com/item?id=49229621 The
45.
by johnbarron 2mo ago
We now have several voices saying the same: "Aswath Damodaran: Big Tech Has No Idea How AI Pays Off" - https://news.ycombinator.com/item?id=49229981
46.
by johnbarron 2mo ago
>> When there's a lot more insidious circular complicated shenanigans going on that gets collapsed by this framing. All that is discussed in the video, plus those distinctions. And most important, that AI revenue would not exist.
47.
by johnbarron 2mo ago
The papers mentioned: 1. — "The Big Market Delusion: Valuation and Investment Implications" - https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3501688 The paper behind the "big market delusion" h
48.
by johnbarron 2mo ago
>> when his bonus depends on his not understanding it As he explains here: https://youtu.be/NufJ7g63KSY?t=1233
49.
by johnbarron 2mo ago
EAI has existed for twenty years...Tibco, webMethods, IBM AppConnect...SAP is still what it is. How is AI going to make a dent on this?
50.
by johnbarron 2mo ago
That is not what ERPs are used for. Would love to hear how AI is going to help here. This is like a young engineer thinking the CDC machine they just bought, is going to make Airbus and Boeing obsolete...
51.
Why Wall Street is ignoring big tech's debt [video](youtube.com)
108 points by johnbarron 2mo ago|191 comments
52.
70% of AI revenue comes from OpenAI and Anthropic [video](youtube.com)
76 points by johnbarron 2mo ago|96 comments
53.
If AI Is Taking Jobs, Your HR People May Be First to Go(news.bloomberglaw.com)
4 points by johnbarron 2mo ago|2 comments
54.
China's Kimi K3 AI model escapes isolated sandbox during security test(scmp.com)
11 points by johnbarron 2mo ago|1 comments
55.
by johnbarron 2mo ago
https://youtu.be/40-ENZmqcz0?t=1576 https://youtu.be/40-ENZmqcz0?t=2498 https://youtu.be/40-ENZmqcz0?t=2047 https://youtu.be/40-ENZmqcz0?t=2630 https://youtu.be&
56.
Amazon VP: Stack Ranking and Pips, Working with Bezos, His Promotions(youtube.com)
3 points by johnbarron 2mo ago|1 comments
57.
by johnbarron 2mo ago
I am struggling to see the 92% figure as broad operating growth. About $1.9B of the $3.7B increase came from AI infrastructure, but that segment still lost $1.26B from operations and required $15.8B of capex during the quarter. Consumer Sta
58.
Jeff Bezos just filed to sell $4B in Amazon(cnbc.com)
5 points by johnbarron 2mo ago|2 comments
59.
Germany Records Historic 12B KWh Solar Feed-In in July 2026(solarquarter.com)
141 points by johnbarron 2mo ago|207 comments
60.
Amazon's debt doubled to $129B in 6 months(finance.yahoo.com)
7 points by johnbarron 2mo ago|2 comments

More ›