floatinglotus

You need to “get it” because it’s really important.

We’re all in here arguing about PE ratios of tech companies reaching 100x. Is that too much? Who knows. For the best tech company in the world? What is the limit?

But for other companies like Tesla, their PE was once 1000x. That’s crazy town.

PE is the first number you should use for comparing two stocks to determine value vs risk.

The number of companies that wish they were a SW company rather than a HW company is very long, and despite all their efforts once they get to a certain size the die is cast.

No.

First off, it’s a HW/SW solution and things like CUDA/NCCL/etc make a HUGE difference.

Second, the token/watt ratio of every other option is nearly an order of magnitude difference in real world tests. When you add in custom silicon like moronic Grok/Dojo and you see that there aren’t really any close competitors when using custom spins. That is money down the drain IMO. Best bet for most enterprises is to buy 25% AMD and 75% H100 if they can get it.

I think Blackwell is potentially a long term generational problem due to power limitations in most data centers for now.

THIS. As much as I wish I put all my money into NVDA when I bought it, I’m happy to have a lot of diversity in high tech IT. The daily swings are not nearly as bad and aim not biting my fingers all day long.

Insanely high PE? On earnings day? Isn’t today the day that it adjusts for this new amount? I still don’t find the forward PE to be that bad for the best tech company in the world right now.

A16Z is a totally f-cktified VC. They made so much money with the pump and dump blockchain startups that they have completely lost their way.

Now you have complete moron GP/MD level people in echo chambers talking about technology and you cannot determine if it is a real technical discussion or they are simply targeting YOU as the next mark.

There is a HUGE difference between being successful by identifying trends and doing straight up rug-pulls. As a VC, their record is tainted and I would be suspicious of everything out of their mouths.

And the even shorter lived LEGO Octro brick was… you guessed it… 8 times larger than a regular LEGO brick.

Musk is just doing the grifter thing, in this case he’s being a squatter.

Rolls eyes.

Oracle is such a monstrosity of a company, it constantly shoots itself in the foot and makes bad decisions because of their enterprise-licensing-DNA.

Every time I read a story about Oracle doing well I have to check the source and am extremely suspicious.

Most of the new providers are putting them in liquid cooling to cut down on electric.

IB is still so expensive. The new Sprwctrum Ethernet switches are a better choice IMO.

I guess this kills Hotjar?

I tried the self driving mode and it couldn’t handle a very popular and common road in Pennsylvania.

I have a friend who had his Tesla in the shop for 2 months and literally had no alternate car for this period.

Autonomous driving is not real. Do not believe Elon-hype.

The cars have a surprisingly high number of defects and bizarre issues.

Is he going to label Sesame Street as a militant gang next?

Not news.

Monster Energy has been suing every single company using the word Monster in their title. This has been happening for years. For every company you hear about them suing, there are 10 that are secret and were forced to change their name.

No joke.