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.

“ AWS has a much worse uptime than my homeserver.”

I find this extremely hard to believe.

Another day, another indication that Meta is an awful company from top to bottom, ruled by a socially awkward buffoon from his private island.

I wonder what is in store for tomorrow?

That’s not the problem. The problem is that companies forbid their employees from using it if they can’t pay for it.

Is it even possible that there will be future investors?

It’s a Chinese company, they don’t care about OSS licenses.

This is what a socially awkward billionaire who lives on his own island thinks is socializing. Not surprising at all.

There is really no one in charge over there. They haven’t had an actual CEO since Sandberg left. Mark thinks he can run the business from his private island, there are major problems in the core business and he’s screwing around trying to build his own version of Roblox.

Makes sense, they haven’t had a CEO for a while now. When was the last time Zuck went into the office? 6 months?

All of these articles make one thing clear, there is a serious lack of good tools for building and managing your own on-prem cloud.

I can’t imagine using Ansible to configure a single server, seems like the wrong tool IMO.

Why not something like docker-compose and put all of the config bits into a single repo?

That way you can clone the repo on a new server and simply rebuild the containers.

This is the big issue. If they can’t get their money lots of startups will fold very quickly.

How does a CEO of a bank say something like this publicly? He signed their death certificate.

Why are VCs not backing more projects like this?

They’re probably deprecating all remaining microservices except what is needed to display Elon’s tweets.

Replacing TCP in the DC is a lot easier now with the advent of smartnic/DPUs.

You can make the server think they are using a perfect TCP connection even if the protocol is different. And the opposite, the server/app can use a new protocol like json-stream-whatever and the smartnic can proxy it onto a TCP session.

It turns out that cheap single purpose NICs were great for standardizing on thr lowest common denominator (tcp/udp) but now that it’s clear that the network protocol is the bottleneck, we can imagine and implement new protocols while maintaining backward compatibility.