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Captainant

Certifiably Surly
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Everything posted by Captainant

  1. for real, they were playing without any fire or pride in the Swamp last weekend. Nobody has eachother's back, and the team feels incredibly mercenary
  2. good 'ol Zapital carry
  3. 1) this is completely decoupled from reality. So far, power build outs have been elmo dropping dozens of unregulated NatGas plants next to his datacenters in TN and poisoning whole towns and their populations. 2) genAI datacenters are not generalizable to other problem domains. They're basically massive fucking racks of GPU's with a shitload of cooling and power attached that consume obscene amounts of energy for their usable output. Plus, they're eating all the oxygen in the space and forcing other firms to reconsider their own on-prem tech buildouts for general compute 3) GPU's have only gotten more expensive over the last decade. There are not more foundries coming online (accessible to the US) to keep up with the demand for top-of-the-line chips. EVERYONE is going to TSMC, and they are bottlenecked to hell and back again. Plus, these genAI GPU's are being ran HARD and have a lifespan of one to three years (source) So they're building a bubble that is gonna pop and leave a bunch of literally toxic, rotting assets that will not continue to deliver value to pay off CapEx deprecation
  4. that's the thing though, I have customers using genAI for ACTUAL business usecases and it's incredibly useful! When scoped correctly with an actual unsolved business problem they're trying to address. They're doing things like feeding in decades of paper contracts and extracting key fields like IF the charged rate changes, WHEN it changes, and other key fields, and building a master data record for their accounting team to go and true up all their ongoing service rates. But that whole project is like maybe $10k a month in used compute and genAI token consumption. It doesn't take that much computational power to achieve meaningful business outcomes. But true to form, idiot executives are seeing that something works at one size so therefore it MUST work at the giga-scale, and of course it's generalizable to every problem domain. I am also dealing with alot of goofballs doing things like feeding in large tabular datasets and asking an LLM for a trend or classification of groups inside that dataset, rather than using a traditional method like XGBoost or K-means clustering, or some other traditional machine learning technique. There's SOOOOO MUCH a trend of uninformed people using genAI to solve every problem, which is giving false business signals that every problem IS and WILL be solved by genAI. Even when there's significantly better (qualatatively and quantatatively), more mature, and CHEAPER means to achieve the same outcome. It's madness.
  5. (can't open the link it's paywalled) their stock is down... AFTER a massive pump from the NVDA announcement. It's a salient example of how unsustainable that business model is. You're proving my point that all the GPU's NVDA is selling to companies under CapEx are purely speculative. See: Oracle's Stargate project that is failing to launch in Abiline, which is where most of their NVDA purchases are planned to be hosted. You're getting access to that horrifically expensive and energy intensive model precisely BECAUSE they don't have paying customers. Oracle's whole recent stock growth story has been via genAI CapEx spending, and their marking down of profits that are fur suuuure gonna come through. Their main buyer is OpenAI, who aren't making a profit and are burning money like mad. OpenAI's main buyers are smaller companies like CursorAI or CharacterAI, which aren't making a profit and burning money like mad. It's all paper tigers and irrational exuberance all the way down.
  6. Hey, look! More price fixing and illegal collusion to ARTIFICIALLY INFLATE PRICES and extract wealth from nonwealthy people. But lulz, $141M is just a cost of doing business given they made billions off of ripping off renters https://fortune.com/2025/10/03/americas-landlords-settle-claim-they-used-rent-setting-algorithms-to-gouge-consumers-nationwide-for-141-million/ Real estate giant Greystar and 25 other property management companies have agreed to collectively pay more than $141 million to settle a class action lawsuit accusing landlords of driving up housing costs by using rent-setting algorithms offered by the software company RealPage. Greystar, the nation’s largest landlord, would pay $50 million under the proposed settlement agreement, which was filed Wednesday in a Tennessee federal court. The deal would still require a judge’s approval. The companies have also agreed to no longer share nonpublic information with RealPage for its rent algorithm — a key stipulation, since plaintiffs say RealPage used that information to enable landlords to align their prices and push up rents. “This represents a fundamental shift in the multifamily housing industry and will help reverse the type of anticompetitive coordination alleged in the Complaint,” attorneys wrote in the settlement filing.
  7. you might find that a trillion dollars isn't so good when it's all paper value and mark-to-market bullshit. Oracle is raising funds based off of future revenue from a datacenter they haven't even broken ground on yet. And that oracle datacenter is a big part of what's popped NVDA's paper value. It's all harvesting the potential future gains to inflate the market today.
  8. You're participating in their demand generation efforts to create the mirage of a market, in order to fraudulently court more investors. Sora2 is already being used for disinformation campaigns and racist shit, and whatyda know, people have already figured out how to get it to NOT watermark its work. The market can and will be irrational longer than you can hold out your short position on whatever fuckery they're doing. NVDA is investing in customers, just so they can turn around and buy more GPU's. It's completely masturbatory and circular. It's one hell of a bubble that we're gonna have a fun time paying for. And best of all - it's going to wreck our power grid and dry up all our water sources HOORAY!
  9. can you link to the source for this?
  10. The Guardian: US anti-fascism expert blocked from flying to Spain at airport A Rutgers University professor who taught a course on anti-fascism was blocked from leaving the US for Spain on Wednesday night, according to media reports, hours after Donald Trump hosted a White House roundtable highlighting the impact of antifa – or “anti-fascist” – far-left activists. Mark Bray, an historian who published the 2017 book Antifa: The Anti-Fascist Handbook, and has taught courses on anti-fascism at the New Jersey university, was attempting to board a plane at Newark airport bound for Europe when he was informed at the boarding gate that the reservations for him and his family had been cancelled. The professor, nicknamed “Dr Antifa” by a group of students, had said he was moving to Europe after receiving death threats. Turning Point USA activists have claimed he is a “financier” for the leftwing movement. A petition calling for his removal from the university had been launched in the weeks following the assassination of the Turning Point USA founder Charlie Kirk and Bray’s home address was revealed on social media. One threat included a vow to kill him in front of his students, according to the Washington Post. The threats led to Bray’s decision to relocate to Spain with his wife and two children and to continue to teach his students remotely. “Since my family and I do not feel safe in our home at the moment, we are moving for the year to Europe,” Bray said in an email to students on Sunday. “Truly I am so bummed about not being able to spend time with you all in the classroom.”
  11. I really wish people (read: decision makers at tech entities and media platforms) would put more effort into information assurance and validation. Hell, even just PGP signing videos/content from original sources would go a loooooong way to proving authenticity.
  12. the fastest way you can clear the editor (on mobile, PC you just ctrl+A and backspace) is refresh your page, then click the text box, which will bring up a "clear editor" little button you can hit
  13. Cyril only realized it as the leopard was eating activity eating faces, and even then he still resorted to his baser instincts. His moment of clarity was too little too late, and he suffered the consequences of his betrayal of the Ghormans. He was still instrumental in facilitating the Empire's fascism
  14. Zelensky is playing the game now with trump, lmao https://www.politico.eu/article/tomahawk-missiles-ukraine-nobel-peace-prize-trump-says-zelenskyy/ Kyiv will nominate Donald Trump for the Nobel Peace Prize if he sends Tomahawk missiles to Ukraine and helps broker a ceasefire with Russia, Ukrainian President Volodymyr Zelenskyy said Thursday. “During our most recent meeting, I didn’t hear a ‘no.’ What I did hear was that work will continue at the technical level and that this possibility will be considered,” Zelenskyy told journalists in Kyiv about a meeting he held with the U.S. president on the sidelines of the United Nations General Assembly in New York at the end of September. “The plan for ending the war won’t be easy, but it is certainly the way forward. And if Trump gives the world — above all, the Ukrainian people — the chance for such a ceasefire, then yes, he should be nominated for the Nobel Peace Prize,” Zelenskyy said. “We will nominate him on behalf of Ukraine.”
  15. it's the classic fascist tactic - things are ALWAYS both ways. It's doublethink. Their enemies are always all-powerful and DANGEROUS and the reason the fascists MUST seize power, but also their enemies are weak nobodies who can't do anything.
  16. lol you're a pussy that is too much of a coward to own your position and opinions. You still haven't answered the question, I guess you're waiting for 60 votes to do so?
  17. ICE goons are going to start getting return fire as they continue to escalate and assualt and brandish at anyone and everyone who DARES question them, or ask why they're breaking into a cemetary
  18. Tell me you've never had to schedule a specialist appointment without telling me. American medicine through insurance companies is a worse experience by far. Because you get loaded down with medical debt and they will deny all but the barest and most basic shit. My problem is that you're labeling "rent seeking and extracting wealth" as "unabashed capitalism". American capitalism does produce massive profits, but it drives horrific inequality - worse than the divide during the French Revolution. 75% of US corporate profits have gone to stock buybacks, not into the business or to their workers or anything that actually grows the economy. It's all been masturbatory paper value creation, that gets converted into tax-free liquidity via loans. It's all bullshit and superior if and only if you're on the extractive side.
  19. There's a whoooooole lotta Cyril's in America
  20. You goddamn SOCIALIST!
  21. Alas, he is infected with MAGA brainrot and can't even spell his deflective insults correctly. It's equally SAD and LOW ENERGY!
  22. Hey @Incredulityhow does it feel to be demonstrably dumber than MTG?
  23. bLeSsEd ArE tHe PeAcEmAkErS!!! [JDAM's another boat in another country's territorial waters]
  24. What's there to be optimistic of wrt/ genAI? It's the new flavor of off-shoring/outsourcing jobs and it's being used by the idiot executive class to attack workers and justify layoffs. They're incredibly useful and powerful for doing data condensation and information recall - IF you take the effort to build a vector store of knowledge. But soooooo often I see FIRSTHAND the trend of people using it for every problem, even things that have extremely mature machine learning modeling techniques. And since the idiot executives don't know what their workers actually DO, they're more than happy to believe the magic box that they bought with company money. It's so SOOOOO massively oversold and leveraged to the tits with fat leveraged bets made with money from mark-to-market "windfalls" as companies sign deals to build new data centers. The revenue just isn't there to support the level of capex expenditures that are currently propping up our gimped GDP
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