maxglute

5 ms·

31.
by maxglute 26d ago
Hopefully PRC will involute the shit out of compute and commoditize it like agriculture, margins should be so thin that ASML/TSMC/NVIDIA should only be sustained by subsidies.
32.
by maxglute 26d ago
Now rotate it 90 degrees like T and O map.
33.
by maxglute 27d ago
That is a... very underwhelming strap design. Wish Apple would do something interesting with accessories like eink backscreen. It's just been so mid.
34.
by maxglute 27d ago
What happened to faceid and island? Is this actually just a straight up Huawei clone.
35.
by maxglute 27d ago
Ah so it's library not finger print based? Only power user Plex feature I need.
36.
by maxglute 28d ago
TBH, its EVEN more filtered than that. Zhongkao cuts out "dumb" kids. Migrant kids with wrong houkou can't drag down BSJZ scores, i.e. "dumb" kids get filtered out. But dumb is relative, IIRC PISA does ~10 Chinese p
37.
by maxglute 28d ago
Crazy how optons are OpenAI has superhuman model in frontier mathematics, and OpenAI stealing research data. Like no one will really care what EULA checkbox Tristan ticked, and I think most people will eagerly believe OpenAI is shady org wi
38.
by maxglute 28d ago
What's the situation on intro end ending detection and skipping?
39.
by maxglute 29d ago
I guess more sensible than Yotaphone. Still annoyed we got 3rd screen on foldables before eink. E: also waiting for this formfactor to get optimaxxed https://www.youtube.com/watch?v=IL05zoHBGwA Little eink dogtag that flips
40.
by maxglute 29d ago
TFW LG OLED without internet access probably flirting with neighbor's connected LG fridge and LG washer and sharing all my gossip to Chaebols anyway. Just waiting for Chinese OLED to commoditize far enough that you can ship a bare pane
41.
by maxglute 29d ago
https://blog.crystalking.com/ancient-roman-food-parthian-chi... the parthian chicken was stupid easy and tasty
42.
by maxglute 1mo ago
At current prices, consoles cannot just die fast enough. Would be very funny if Trump sanctions Sony for Xbox to close US console gap, and then everyone simply moves to PC.
43.
by maxglute 1mo ago
Google still owns me a few $100 when they banned my watch only youtube red (premium at the time) account for community guideline violations which prevented me from even accessing payment page to stop / cancel. Had to do automated repea
44.
by maxglute 1mo ago
It's not just about node advancement, which is coupe de grace condition. Even if hardware advancement freezes, its about IC premium that fed current tranch of AI buildout. Current players paid $10 for a $2 hammer due to premium, a bett
45.
by maxglute 1mo ago
It's not mischaracterization to point out limits of article is a poor basis to dunk on Zitron because it does not refute Zitron's broader thesis only nitpick what is really minutae/noise that can be explained by trillion doll
46.
by maxglute 1mo ago
Of course it follows. Investors exuberantly build $10 of housing when there is $5 of demand, builders extract $8, when they normally extract $2 under normal margins, builders raking it, but arrangement is net loses vs world where investors
47.
by maxglute 1mo ago
This narrow focus, of course some intermediaries in industrial chain is going to make $$$ selling/renting shovels - there is stupendous amount of $$$ being moved around, there will be some very phat winners, but even more losers in agg
48.
by maxglute 1mo ago
This just assumes Luu's piece has good argument that refutes Zitron's thesis when it doesn't. Saying Zitron is wrong because XYZ made $2 instead of $1 is different then Zitron staying XYZ is unlikely to make $10 in time when
49.
by maxglute 1mo ago
>You're refuted. No, the whole thesis is XYZ likely fail because REVENUE RECORDS is not enough to dig out of hole relative to MAGNITUDE MORE SPEND. Saying Zitron wrong because XYZ made $2 for every $10 it spends revenue needed to ju
50.
by maxglute 1mo ago
On a spectrum between tulip wilting and fiber build out, we know deprecation cycle of DC hardware leans towards tulips i.e. <10 years (very generous) vs 20+ years for fiber layout, a lot of which is actually infra/earth works etc. T
51.
by maxglute 1mo ago
I don't know if directed at me because I didn't ask if one read article. > it's not enough It's enough for some of us, like his broad predictions that work on timescale of business cycles seem directionally correct. E
52.
by maxglute 1mo ago
I edited while you were responding with second para. I think his analysis that existing investors are walking corpses (or economically exhausted/weakened) is substantial. You have new companies going into extreme debt and established c
53.
by maxglute 1mo ago
Yes? What happened to FAANG in last 3 years, they cut a fuck load of jobs, the raised rent/prices, then inflation, then experience surge in new category AI. 1 + 2, i.e. squeezing rock has limits. 3 is fundamentally not sustainable, i.e
54.
by maxglute 1mo ago
How? AFAIK, his arguments based around the economics remains the same, he just seems increasingly dramatic and exacerbated, which is understandable when you realize industry + ecosystem (politics/reporting) is tulip mania delulu and in
55.
by maxglute 1mo ago
No many real furniture out there with entire ecosystem of storage/containers sized for it. IKEA sheet/stamped metal stuff that introduced a few years ago will last forever.
56.
by maxglute 1mo ago
Most impressive / annoying thing about Ikea is how they keep value engineering products, some products are cheaper relative to inflation vs decades ago, but at the same time it be nice if they just settle one some "timeless"
57.
by maxglute 1mo ago
Fun (?) fact: Half of men in PRC smokes, consuming ~50% of global cigarettes (~2.5 trillion darts). Consider PRC pop density/distribution: ~20% of global population consume ~50% global cigarettes on ~2% of terrestrial land mass.
58.
by maxglute 1mo ago
Carsick simulator. Cool otherwise.
59.
by maxglute 1mo ago
As someone who finds Rockstar gameplay mid, deep down want GTA6 fail and Rockstar turn into engine company like unreal. I know big part of the formula is $$$ but there's so much neat stuff in Rockstar games that AAA hasn't gotten
60.
by maxglute 1mo ago
>generally believed to be Generally believed by orthodox economics whose credibility is not so hot. CUSFTA, NFTA, USMCA... there was brief decade in 90s with CUSFTA integration where rising water lift all boats, but realistically Canadia

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