Seanambers

Temporary until its not.

It's the new normal, get used to it.

The MAG7 isn't pumping all their FCF + new debt issuance into DC's just for fun.

The world is seemingly moving into a era where compute is becoming expensive and scarce.

Only thing that can possibly change this is LLMs hitting a vertical unscalable wall.

More AI compute = more CPU, memory, storage needs.

everything is like that, reddit, X, fb, IG, tiktok.

user beware

Discovery was bad.

I was the one to push G+ and Gwave on my friends and it did not take at all.

Sad part is that even though SpaceX / Elon has been very clear about expected outcomes it's still used against them.

Exactly, and especially SV and the US has seemingly been almost entirely locked down by Indians.

At some point, everyone on Facebook realized almost at the same time, that it was no longer a place to share, but a place to compete.

Then everyone basically stopped sharing and started curating.

This is what "ESG" is in practice.

Its insanity.

Give powers to idiots and they will come up with stuff like this.

Trumps Playbook will actually work, so MAGA will get results.

Tariffs will force productivity and salaries higher (and prices), then automation which is the main driver of productivity will kick in which lowers prices of goods again.

Globalisation was basically the west standing still and waiting for the rest to catch up - the last to industrialise will always have the best productivity and industrial base. It was always stupid, but it lifted billions out of poverty so there's that.

The effects will take way longer than the 3 years he has left, so he has oversold the effectiveness of it all.

This is all assuming AGI isn't around the corner, the VLAs, VLM, LLM and other models opens up automation on a whole new scale.

For any competent person with agency and a dream, this could be a true golden age - most things are within reach which before was locked down behind hundreds or thousand of hours of training and work to master.

omg notion is horrendous

Seems to me that this is just another level of throwing compute at the problem.

Same way programs was way more efficient before and now they are "bloated" with packages, abstractions, slow implementations of algos and scaffolding.

The concept of what is good software development might be changing as well.

LLMs might not write the best code, but they sure can write a lot of it.