I’d opt for the V10 from the F2004 Ferrari F1 car if I had to pick an engine to listen to, it’s what a race car should sound like. There’s just something about a V10, it sounds musical.
That BRM V16 is a close second though! It’s probably more impressive given it’s 50 years older than the Ferrari engine and was not designed by computers.
Hi 30 minute old account. Whats crazy is that you think you just made some sort of point.
Like what I was driving at here was that Smartphones are not the only possible platform you would need to withhold from kids to get the desired outcome.
And its also silly to think that these controls aren't serving the interests of the very degenerates you claim to hate. Why are you in complete thrall to them, making burner accounts to stick up for them, I do not know.
I agree with @protocolture (Robotech... nice). I will be handing GrapheneOS phones, Qubes OS laptops, and Mullvad subscriptions to my [future] kids and teaching them how the world really works and how to stay safe. I will teach them how to torrent, and how to sysadmin like it was reading and writing. I will teach them to treat the internet like a real life spy vs spy battlezone, basically always falsify and poison as much as possible, the vital information about one's self. I will teach them to hate both Apple and Microsoft, and the reasons why they should hate them.
What I won't do is lock them down, like so much of this comment section is in support of doing. I am disgusted by the death of the cyberpunk ethos from the turn of the millennium.
Yeah pretty much where I am going to have to go with my kid.
I had a job interview at a school ages ago, and while I didnt expect to take it I still asked. How much of your security risk comes from inside the student population, and how much is external. And they said, 100% external. The students hadnt so much as knocked on a port in 10 years. And that horrified me. School as I see it, is a safe place to learn opsec, and you learn opsec by failing. Either that or these kids have the network completely pwned but I didnt get that feeling.
My kiddo will have a desktop soonishly and very much is getting an education in good opsec.
> * Valuation of the sp500, the hyperscalers and Nvidia is (mostly) reasonable based on earnings
That is a hell of a statement to make (their earnings are mostly negative, after all, except nvidia). Would require exceptional evidence, which doesn't seem to be there.
> * Build out of infrastructure is demand-driven, hyperscalers are not building just for future demand that would not materialize
> * OpenAI, anthropic & co can be overvalued but that does not mean there's a systemic bubble
OK? It could also mean there is.
> I think this underestimates contagion effects and the fact that demand appears to be subsidized and may disappear quickly, but it's just MHO.
Even with subsidized demand Microsoft still ended up cancelling over a gigawatt(!) of planned datacenters already back in 2024. But yeah, their arguments are missing a lot.
I think the earnings are suspect and exaggerated. Hardware manufacturers are making real money now, but there is a big question if any of these AI companies can deliver profitability to match their current valuation let alone future valuations when they go public.
Hyperscalers are in big trouble if the build out suddenly stalls. Even Nvidia and Micron are going to see their value significantly trimmed if it looks like growth is stalling. With such concentration at the top of the S&P among tech companies and with SpaceX, Anthropic, and Open AI, three companies that probably burn a combined 50+ billion a year. The whole stock market will be a tinderbox.
The whole thing is so private capital can get their exit. Default rates of private capital are already at 6%. Banks are exposed so they are on board with the fraud.
> Hyperscalers are in big trouble if the build out suddenly stalls.
How would you define stalled? Hardly anything has been built in the last 2 years (and most of those juicy new GPUs must be sitting in a warehouse somewhere waiting to be installed, together with all of our RAM and HDDs).
But the stock market is not priced for what is happening. It is priced for what investors think will happen. And investors think companies are going to make a lot of profit in the next 3-5 years from AI. If investors lose confidence it will happen those stocks could see a 20 - 40 percent pull back. The companies will obviously be fine, but the stock will take a beating.
* Valuation of the sp500, the hyperscalers and Nvidia is (mostly) reasonable based on earnings
Based on earnings that mainly include all the circular tricks to generate business with each other.
How much is really left once you remove all of those?
You mean "Listen to [someone who started on Wall Street at Lehman Brothers, joined PayPal in its earliest days and worked alongside Peter Thiel and Elon Musk, and eventually became a venture capitalist in Silicon Valley] argue why AI probably isn't a bubble".
Funny how this different framing of the exact same person provides a completely opposite expectation of their incentives behind commenting on whether AI valuations are a bubble.
His experience at PayPal during the dot-com period gives him direct knowledge of how speculation can lead to major losses. This background encourages careful analysis of current conditions rather than automatic acceptance that all is well.
A point frequently overlooked is that professionals in his position have strong personal reasons to be accurate. Incorrectly concluding there is no risk can damage their investments and reputation more severely than acknowledging potential problems. His assessment rests on specific differences from earlier periods, such as major companies generating profits and consistent demand for critical hardware.
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