gniv

They affected search _revenue_, this was the subject of the discussion.

I think not but it's irrelevant. Most of the growth is probably from big accounts renting compute/tpu for training models.

Yes but it's like the meme: the old is deprecated and the new is not ready yet.

> Their earnings missed by almost 30%, which is pretty huge in the stock market.

It's somewhat fake, as fake as last quarter's huge beat. It's basically due to their large share in SpaceX, which they have to mark to market at the end of the quarter. Anyway, that's not at all the reason for the freakout.

Don't take it at face value. There is a serious rebuttal but I cannot find it now (post is from previous quarter). Anyway, he's twisting facts to fit the narrative.

> Is the current quarter anomalous,

Yes, to an extent. There were three unfavorable circumstances other than AI eating into search: FX (major), the World Cup timing, end of de minimis exemption in EU.

A lot of people do though by looking at the current stock price.

When the updates are boring people complain that they don't change anything. When they take risks (touchscreen on laptop, foldable phone) people complain about the new stuff.

I like that they do this. If it doesn't catch on, they will change back, like with the touch bar.

Thanks. So the GPU is worse! And the memory bandwidth is smaller.

Ah good point. Is there somewhere a comparison between M6 and M1 Pro?

Mine has a broken fan so I have to run it in slow mode and it's still working fine.

And it's still $1999. That's impressive. I paid the same for the M1 Pro in 2021.

> Mines and oil and gas wells are huge wealth concentrators.

Only if the oil price remains high. If the world, um, situation stabilizes we will go back to having a glut of oil and hence low prices. Lower than ever I would guess because of the current massive transition to EVs.

Asphalt shingles. As usual the US is building cheap and light and these things don't last.