thetrb

how much did SpaceX / xAI pay for these GPUs? After 3 years they'll probably be mostly deprecated.

Do you think a random Youtube employee makes that decision and can just drop it lower?

Wouldn't they be able to say that the actual revenue is just the 85% they get after Apple's take?

Why would Microsoft not produce them at scale? With Azure and internal use cases I'm sure they're at a good scale.

And then why would we want to give a country that's not a democracy free access to our markets?

People expect interest when they park a large amount of money in a bank. Where should that interest come from when the money just sits there? The bank will have to invest is somewhere (ideally somewhere very safe like in Government bonds) where they can then collect interest.

So it looks like in this case SVB chose MBS with a pretty low interest rate and long maturity, which they now have to sell due to the bank run you mentioned.

Agree, but that's how it always was before Covid.

That 3rd-party keyboard would also be able to log your Signal messages, so I don't get your point.

The thing is if it's a 3rd-party Android keyboard or similar that logs your messages then there's nothing Meta can do about this.

That's not true. User count is still going up.

what's also scary is that he could do this with pretty much every public company he wants (very few exceptions of companies with >200B market cap or so).

My view is that it's an effort to avoid regulation. It's easier to justify a fee of 10-15% to regulators than a flat 30% fee.

Moving from NYC to Long Island is slightly different than moving from California to Tennessee, so I don't really understand your point.

I don't think that's the main issue. I think it's that the general assumption is that Moderna vaccine is about 90% effective and AstraZeneca about 60% effective.

I don't know how well you can actually compare these 2 numbers and if those are even the most important numbers, but that's part of the problem: Most people only look at these numbers and that's why they would prefer the Moderna vaccine.