jgalt212

If your margins remain constant, profit goes up on a nominal basis.

True. The conventional wisdom that inflation is bad for stocks is not defensible.

> GCP has been an enormously successful 'bet' for Google over the past decade.

I disagree on this. It's not clear how much money they are actually making and how much revenues are shifted over from other business lines to GCP because GCP earnings growth is / was valued higher than other business lines by the markets.

When compared to some commenters, microwave ovens are really quite useful.

> If they do one day come the American shores, I assume that's the end of US car manufacturers.

And the rise of the AfD.

When I see one of these in a contract, I mark it up to also include the 13th Amendment.

Microwave ovens are of extremely limited utility. Happy now?

> "If we didn’t have Hex, we might’ve left more than $100M on the table. That might even be an underestimate."

Hex saved Mercor $100MM. That's impressive!

Microwaves are still of limited utility.

We got through the Greek debt wall and CMBS debt wall unscathed. Is this debt wall more troublesome than the other two?

yes, but 70% of the world's websites were (and many still are) accessible PHP server(s) that hand not been patched.

They already exist and Ukraine is still stuck in an untenable position because they gave up their nukes.

> If the party continues, they'll go from $50b in revenue to $500b and be fine.

Heads I win, tails we all lose. GFC Part II.

> The value proposition isn't there.

That's part of the point. $500 or $1000 is a trivial amount. Since the money is still there, there's currently no trivial exploit.

> requires actively utilizing an unreleased 0 day exploit on a server that will certainly be able to track exactly what was done

Depending on the exploit, and the visibility stack on the server, one may or may not be able to determine how the rabbit got in the hat.

Has anyone thrown the n-body problem at this?