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Dbeasy

Certifiably Surly
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  1. I was deeply involved with the 2000 stock market bubble and crash, having a startup I helped found go from a value of $1M, to $3B, to $0. We were building the fiber infrastructure. There are a lot of parallels, and a few differences, from the 2000 bubble. Valuations in 2000 were completely insanely nonsensical. My company had $7M of revenue going to $35M and we were valued at $3B in IPO. Ridiculous. We don’t actually have that bad of a valuation environment for public companies, IF you assume the AI companies actually deliver the projected revenue, and some believable path to profitability. But they won’t, and when that becomes obvious, the markets will tumble and over-react into all equity sectors. When will that become obvious? Captainant is roughly right. You can argue about percent of spending on GPU’s but once it becomes clear the math doesn’t work, it pops. I’m guessing 12-18 months. And the problem with inflation right now, setting aside the fake data just released, every company now is ingrained to raise prices every year, year after year. It didn’t used to be that way. And because we have insufficient competition in dozens of markets, due to poor government oversight over the years, there is no governor on prices. Companies are maximizing price with little to no fear of share loss. Combine that with completely irresponsible government spending and the outlook is not good Vern.
  2. Man I love this thread.
  3. Seeing three straight posts from an ignored poster has become a common occurrence. It’s ridiculous.
  4. I assume this was already discussed? Johnny Manziel no shows game day? The cherry on top. https://www.usatoday.com/story/sports/ncaaf/2025/12/20/johnny-manziel-college-gameday-alex-caruso/87861109007/
  5. Reed is going to come back, but I’m pretty sure Elko would prefer to get a QB from the portal. Should make for an interesting offseason.
  6. And they got smoked by their bitter rival.
  7. Good calls! come on. You knew better.
  8. I'm an idoit. I asked the same question last year, and it was answered in this exact thread. And to make it even worse, I MADE THE SUGGESTED SAUCE and we liked it. WTF. It was a busy year.
  9. To do that with Laphroaig is the most offensive thing I’ve ever heard on this board. I was just at the distillery a few months ago and if the people there heard that they would ban your friend from the island.
  10. Fuck Señor Brock. He’s purposely doing this anti-Texas schtick and it’s tiresome.
  11. Oh thanks. Posting the same thing twice now makes me believe it. Awesome.
  12. Not sure I believe this.
  13. I’m curious as to why Muschamp just wasn’t a good head coach. Usually guys that smart and motivated should be able to succeed. I realize guys like PK were meant to be coordinators, but Muschamp was/is different.
  14. I stop in on an episode here and there. I can’t believe no one mentioned that Glaser used the word “like” about 500 times. Unlistenable garbage.
  15. Playing really well while also being had in the pass game is a pretty good trick.
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