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Captainant

Certifiably Surly
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Everything posted by Captainant

  1. https://www.businessinsider.com/ai-impact-economy-gdp-jobless-growth-productivity-2025-10 The US economy is strong, but America may be entering an era of "jobless growth" because of artificial intelligence, Goldman Sachs wrote in a Monday note. "The modest job growth alongside robust GDP growth seen recently is likely to be normal to some degree in the years ahead," analysts at Goldman Sachs wrote. They added that this trend is likely to continue, with most potential growth coming from AI-driven productivity. Meanwhile, population and lower immigration would contribute only modestly to the labor supply. There are already signs of a weaker job market, wrote the analysts. The analysts pointed out that job growth outside the healthcare industry has turned negative in recent months, and that corporate management teams are increasingly focused on using AI to reduce labor costs — a shift that could weigh on hiring long term.
  2. That's quite a self-report to admit that you're cool with the destruction of our constitutional rights and the ongoing attack on anyone the Administration deems "other", as long as your stonks keep stonking.
  3. No argument here on your limp wristed #BOTHSIDES, but this is specifically different in that Pelosi at least is legally required to report her trades. Good ol TrumpCoin and the rest of the cryptoscam space that they exploited and extracted from have no such requirements.
  4. Gotta say people spiking the football on this peace deal are pretty impressively overlooking that Palestine has been turned into a wasteland from Israel's strategic bombing campaign on women and children Like, I guess it's cool that Israel is tapping the brakes on their lebensraum and ethnic cleansing, but the damage is done
  5. They're the pro-fa to the anti-fa
  6. It was pretty transparently someone within/connected to the administration. The short position built up relatively quickly at a HUGE volume, before trumps tariff threat, and stopped building the literal minute before his Royal Decree of Increased Consumer Taxes.
  7. Like being in the Epstein files, yeah?
  8. Not the $20,000,000,000 gift to Argentina - who a couple years ago you were SURE we're gonna fix their problems with crypto and populism? Literally two orders of magnitude worse than this particular grift
  9. Bruh. https://www.theverge.com/energy/646011/trump-says-the-future-of-ai-is-powered-by-coal We ain't fucking building renewables and nukes. We're burning clean, BEAUTIFUL coal!
  10. The problem here is that it's all mark to market dealmaking. Oracle's deal to spend billions on NVDA chips is contingent on building their datacenter in Abiline, and their contracted builder is still raising funds - THEY HAVEN'T EVEN GOTTEN PERMITS YET! They've applied for them and are breaking ground while it's pending, but they aren't gonna be reaching their targets and stated goals that they've already marked down as FUR SURE profit
  11. The railroad "boom" and "bubble" from building in the late 1800's absolutely left useful infrastructre over. Can you enumerate some of the use cases for these leftover AI chips? Please, enlighten me. Because they are specifically NOT general compute, and are only fit for this extremely specialized usecase. Further, the hardware purchases are decaying silicon assets, not steel fucking rails. You don't have to replace rails every few years just to keep burning $500,000,000,000 a year
  12. what even IS nitrogen fixing in soil? Crop rotation is WOKE!(!!!)
  13. Peter Theil's parents owned the uranium mine that Apartheid South Africa used to build their Bomb. I would imagine that growing up in that environment and moving from West Germany to Ohio to Apartheid during his formative years really REALLY fucked with his head. As bad as Elon is, his parents were only mining gemstones in apartheid
  14. It's too bad DOGE wasn't able to protect us from the waste, fraud, and abuse of doing a $20,000,000,000 currency swap with Argentina. Right after their farmers ate our farmers lunch, no less.
  15. Only if you were building your position to literally the minute before the tariff (there's that word again) announcement, and started offloading it 5 minutes after for a massive gain. Otherwise play on player
  16. Could go in the markets thread, but it's relevant to discussion here: the AI bubble is 17x the dotcom bubble, and 4x the subprime housing bubble https://www.marketwatch.com/story/the-ai-bubble-is-17-times-the-size-of-the-dot-com-frenzy-this-analyst-argues-046e7c5c TLDR: LLM's are already showing signs of scaling limitations (see energy costs), and apps built on an LLM don't have much marketability since it's so easily replicated. So there's not much market incentive to use the increasingly more and more expensive latest models. All the CapEx spending that's been keeping LGU economics happy, is not well positioned to generate returns on all the financial commitments made
  17. Obligatory coffezilla breakdown of someone making $190,000,000 on shorts in crypto markets
  18. Holy shit Nibblet where's that been all year?
  19. Holy fucking shit Arch is dog shit
  20. Glad I'm driving for my next slate of business travel, JFC
  21. Heptyl == UDMH, which is a common hypergolic fuel in use since the 60s. Combine with red fuming nitric acid or nitrogen tetroxide and baby, you've got a rocket goin. Almost certainly a fuck up
  22. Trump, stiffing his workers on pay? UNPOSSIBLE!
  23. my fantasy football opponent this week has Scat starting against me, so I'm not a fan
  24. lmao when Biden suggested that we should eat less beef it was met with REEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE and a wave of disinformation. How the turn tables
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