sek
Joined 15 years ago
Joined 15 years ago
NVIDIA was overvalued before, and this correction is entirely justified. The larger impact of DeepSeek is more challenging to grasp. While companies like Google and Meta could benefit in the long term from this development, they still overpaid for an excessive number of GPUs. The rise in their stock prices was assumed to be driven by the moat they were expected to develop themselves.
I was always skeptical of those valuations. LLM inference was highly likely to become commoditized in the future anyway.
Elon Musk doesn't know how the advertising business works, get's rid of moderation and let's banned people back. Which obviously leads to an increase of antisemitism on Twitter and the ADL justly fights against it.
Now after the lawsuit this guy thinks: Elon is a genius, it must be the jews who control the media who have prejudices against Elon and his management.
Remote: Yes
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Technologies: JavaScript, Python, Go, Java, TypeScript, Node, React, Redux, ReactNative, Django, Nest.js, HTML/CSS/DOM, Single Page Applications, HTTP, Webstorm/IntelliJ, Docker, Jenkins, Visx.
Email: severin [AT] xpns.de
LinkedIn: [https://www.linkedin.com/in/severinkistner/](https://www.lin...
With over a decade of experience in the software industry, I, Severin Kistner, have worked with several renowned organizations such as Xing, Sono Motors, and Sixt, among others, in various capacities such as Founder, CEO, Full-stack Developer, Software Architect, and IT-Consultant.
As an IT-Consultant and React expert, I specialize in numerous programming languages, frameworks, and web technologies, including but not limited to JavaScript, Python, Go, Java, TypeScript, Node, React, Redux, Django, and HTML/CSS/DOM. I also have experience with various project management methodologies, including Kanban, Scrum, TDD, Lean Startup, and DDD (Domain Driven Design), CQRS.
In addition to my software development expertise, I also possess strong leadership, communication, and team collaboration skills. I have led several teams and managed various projects from inception to successful completion.
Whether you are a start-up looking to build a new product from scratch, or an established business seeking to improve your existing product or software development process, I am confident that my skill set and experience can help your team achieve its goals.
You can contact me at [email protected] for project discussions or consulting opportunities.
The use cases are niche; that's the thing. Venezuelans who avoid inflation and ordering illegal drugs are not a trillion-dollar business. All the legal/regulated areas mean competing with existing financial infrastructure, which is low margin and incredibly competitive.
So if you see the space as a whole, it never had the potential market to begin with to justify those valuations. It was fuelled by low-interest rates, speculators, and venture capital. It was, in retrospect, simply a bubble, and some people feared missing out after some became insanely rich with it.
Historically speaking it was nothing special: Tulips, new economy, real estate and now it was crypo.
When you are in it, invested people always tell you why it is different this time. The underlying economics stay the same; value creation is usually incremental and hard.
What if it's binary but has a better resolution and they would see like that?
My second battery of my 6s now makes trouble again, no other issues. I struggle to come up with a good reason why I shouldn't get a new battery for another 2 years.
Is that realistic?
Might put that somewhere so it's easier to remember.