Keep in mind these are dual socket systems, and that’s CPU without any GPU yet. So with the CPUs populated and a consumer-grade high end GPU added, those components are at 1500W, ignoring PSU inefficiencies and other components that can consume non-trivial power.

For USA, you almost never run a 20A circuit, most are 15A, but even then that’s considered short term consumption and if you run over a longer term it’s supposed to be 80%, so down to 1440W. Space heaters usually max out at 1400W in the USA when expected to plug into a standard outlet because of this. A die-hard enthusiast might figure out how to spread non-rendundant multiple PSUs across circuits, or have a rare 20A circuit run, but it’s going to be a very very small niche.

But then there are the differences.

Let’s say the COVID vaccinne triggered a whole lot of new pharmarcies that specialized only in vacinnes. Still good news for Moderna. Except those new pharmacies can’t quite afford the vaccines they set up their business to work in. Moderna’s stock is so high though, that they can leverage that stock to get money to invest in those new pharmacies to give them money so they can buy the vacinnes.

Then the pandemic passes and those pharmacies have no business and fold and their market cap collapses to zero and Moderna spent a bunch of money they didn’t actually have on now worthless equity, and their revenue and perceived value drops back to pre-bubble levels. Except even lower because they incurred liabilities that they didn’t have pre-bubble.

For the crypto bubble, nVidia went out of their way to keep their financials out of it. But for AI they’ve been giving their biggest customers the money they need to buy nVidia’s product. Basically a cyclone of big top line numbers self-funded but enough to drive the markets wild for nVidia stock. The big players have likely already ensured billions of more secure assets that won’t pop as hard and so “why not?” to play with the extra ‘free’ money to see how big the numbers can go.

start focusing on TVs that actually last now…

That only makes their “people need to refresh their sets for our bottom line” even worse for them.

BTW, 30 years ago TVs were expensive and still failed. There was a viable TV repair industry because it was worth spending the money to repair and easier to repair.

Anecdotally, my Plasma and my LCDs have been more problem free than when my family had CRT TVs back in the day.

Certainly his use of LLM was stupidly egregious, but he found that even by those standards the math results underpinning the LLM were way off.

Yes, they connect by PCIe and thus the physical mismatch may be overcome, but they also are now drawing 15kw. More wattage than any circuit in my residential breaker box can handle.

Even if you did, there’s not even a whiff of driving circuitry for a video port, so your only application would be local models, and if the bubble bursts, well that would seem to indicate that use case would be not that popular.

No I would expect that these systems get rented out of sold to supercomputer concerns for super cheap if a bubble pop should occur.

The server boards would pretty much have to come with them. Also, and if those cpus go as high as 500W, and as a result a lot of homes might not have a powerful enough socket to power them. Even without GPUs, might need something like a dryer outlet to realistically power.

Though a claim that the right voters just didn’t show up would help if magically the GOP carried the district in just 10 months when there is almost nothing free and fair that one could imagine causing such a rematch to change to the tune of a 14 point swing …

They have already leveraged their stock beyond their entire pre-AI market cap. There is no return to the old days now. If the AI boom goes bust on them, they have left themselves impossibly exposed. They will owe more money than they can possibly pay back.

They took what should have been a slam dunk to sell shovels for a gold rush with a nice fallback to previous viable business into an existential threat to their business.

A lot of the “AI” layoffs were using it as a plausible excuse for layoffs they wanted to do anyway. So I don’t anticipate a lot of them coming back.

Someone compromises your password. Now they can “find hub” to know exactly where you are. If they are a criminal, they can wait and strike when you’re online data says you are vulnerable.

You lose your unencrypted device. Someone launches your browser and logs into your bank…

Advertising knows your financial situation and might, for example, present a higher price because it sees that you generally are willing to pay more.

It’s not that you have something to hide sure to dubious behavior, it’s that all these others will exploit that knowledge to commit crimes against you or have unfair advantages in their relationship with you.

OEM license revenue represents a tiny tiny bit of their financials these days. They could just charge nothing for it and business wise no one probably notice much of a difference.

It is foundational to a lot of what they do, but older devices are just as good for their subscription and tie in revenue. Hell I use my work subscription for office from Linux, complete with OneDrive filesystem synchronization. Microsoft gets all their money from my headcount even as I don’t even use Windows.

But that capex could bite them hard if revenue falls to follow from it. That’s pretty much the only exposure investors care about.

I can’t tell about these newly reported findings since details about when it was first reported isn’t clear (only dates are 2025, so Trump’s FBI…). However I suspect in the wake of Epstein’s death and that pictures of Trump hanging with Epstein all over the internet flooded the FBI with a lot of stuff, much of which probably was fiction analagous to the whole ‘pizzagate’ thing. In a way, this gives the Trump admin plenty of material to use as cover, they can release a firehose of crackpot grade material from 2020 while perhaps holding back more substantive material, say from 2014 and older, when the signal to noise ratio would be much better.

I’d be particularly interested in material that originated from before 2017 or so, when almost no random folks would be aware of Epstein at all. I wager it’s in there as given Trump’s nature and the known nature of Epstein’s activities, absolutely you know Trump was all in on it. But I can also believe they would prioritize release of crackpot reports that lack credibility even if they are believable narratives.

Still number 1.

California, Oregon, and Washington GDP all together is about $5.1 trillion, and US overall is 10 trillion ahead of China.

Still number 1

This is based on the World Bank 2024 numbers, US had $28.7 trillion, China 18.7, and California 4.
https://en.wikipedia.org/wiki/List_of_countries_by_GDP_(nominal)

Oh robot butlers would be huge, but no one is even vaguely close to that. All the demos have been remote controlled, demonstrating that can make dumb robots, but that’s not really new…

Robo taxis are a thing… but not much of a thing and it’s not Tesla.

Don’t worry, while they may have worse business results than a lot of other companies, displaying steeper loss of market, whose non car initiative have failed, whose leader squandered his reputation to throw in with a political movement that hates EVs in hopes of political clout that evaporated within a few months…

They still have a market cap bigger than all their competitors combined, because why not…

Yes, but even then you’d expect the faltering to be reflected, just earlier. As the analysts estimate low profits you’d expect the stock to suffer a sharp decline then.

Given how overvalued Tesla is arguably in general and that the rationalization is that while it’s not the biggest and best brand now, but their growth trajectory should carry them past all the other automakers, it’s insane that they are only down 11% from their late december highs, and still showing a $1.4 trillion market cap…

It’s not a company that looks like growth nor do their current results look to justify that crazy valuation. They are valued at 3x Ford, GM, Toyota, and Honda combined, despite having more modest business results than any of them.

Yes, this local move upward on beating estimates despite a bad result is normal, but the broader trend of this stock is still anything but.

They squandered their reputation to gain political clout that seems to have evaporated and are locked into EVs in a market where that’s no longer subsidized and a great deal of EV interest is muted now and other manufacturers are able to push out compelling EV cars. You know that Musk is going to take your money and spend it how he sees fit including obscene bonuses to himself…

I just don’t understand Tesla investors at all at this point…

What i find funny are people building golang binaries without cgo and still wrapping them in full distro containers. Your binary uses nothing from the container and still it gets packaged that way…

Seen so many developers incur a huge headache trying to figure out overly complicated container setup when they could just run their already static binary without any drama…

It’s funny because that’s true that an old Linux binary is likely to have issues under Linux, but an similarly old Windows application might work better under Wine on Linux than modern Windows.

libc is actually relatively less likely, glibc is awfully conservative about changes, but there are a maze of likely service and library dependencies that were abandoned or didn’t regard backwards compatibility with the same importance.