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Vegas64

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Everything posted by Vegas64

  1. What do you mean? Solid software company in Plano, right? Turbotax people?
  2. He's living his best life right now. Clearly loves football and probably a great teammate. NFC East hasn't had to contend with a good NYG in like 18 years, would be interesting to see if he can string some of these games together and have a good season and career, if so, NYG might have won the 2025 draft with Dart and Skatteboo.
  3. There is no way the Americans beat Mexico in dish / sink scrubbing. Such fake AI slop.
  4. Get a load of these guys, pretending like they are FDE's at Palantir or something.
  5. All apologies!
  6. Agree with you on that. And interestingingly, I had sort of pegged you as muslim or muslim adjacent (second/third generation maybe) based on your posts tbh.
  7. Wait, is Cam Skattebo him? lol sheesh. Having a better season than Jeanty would be hilarious when it's all said and done.
  8. Is Jaxson Dart him? Uh oh, NFC East hasn't had a good NYG to contend with in like 15 years.
  9. Makes sense and I agree. Not sure that Israel will be interested in that. Maybe they hold their nose and do it, not for the benefit of Gaza and Palestinians, but for their own benefit. If you are a hardline Israeli, what you are essentially saying that Israel didn't take the axe to the roots and that the weeds will grow back (in their view). There was a point in man's history when we made the moral and ethical leap from whole people groups wiping out other people groups and they would be no more to genocide being an atrocity and an evil. I wonder if that was when it became something that others in the world had to bear witness to. Ironically maybe that was when another group was trying to eliminate the hebrew people, and yet here we are....
  10. The dilemma in the future as I see it is now, a) you have a generation of Palestinians in the future full of resentment and nothing to lose willing to die where life is cheap and b) Palestinians should also understand what a consequence from Isreal looks like for any repeat of anything that even remotely resembles a 10/7. Both those ideas live in tension to themselves. That seems to be a pretty big problem for the region.
  11. Why are Palestinians crying and celebrating and taking to the streets in sweet relief today unlike anytime prior (including January)?
  12. Awesome. Thanks for sharing. Love this.
  13. I do. But the way you ask the question reminds me of the old saw, "a lawyer never asks the question he doesn't already know the answer to" and I'm willing to be educated if I'm wrong.
  14. Corporate CYA I guess? I think it's hard to argue it's NOT executive malpractice if you don't have an AI strategy or think about incorporating AI for operational efficiency or bottom line gain since like 2021-2022ish. No ELT or BoD would allow anyone to be iconoclastic about AI in a time such as this.
  15. No? I don't think so at least.
  16. It's a good discussion and you might be completely right and you sound like you have a unique and lived perspective. Let me say that before I respectfully push back on a few things: 1) Power build outs (energy generation) is absolutely happening and in full focus. From coal being en vogue again to small (and large) nuclear research and innovation and MOU's and JV's and acquisitions from the likes of the hyperscalers and Meta to legacy utilities pumping out more via renewables, coal, whatever (and we are all subsidizing AI btw with higher energy costs that is peanut buttered to our residential bills, don't believe me go check and do YoY compares). Everyone recognizes that building out power generation is fundamental and is everyone's primary focus (it's the primary bottleneck when you extrapolate out and it's not a secret). 2) Ironically enough I've read if it wasn't for crypto and specifically bitcoin we'd be even more behind on understanding and operationalizing power buildouts for AI as you described it. BTC miners were positioned perfectly as they had long term (cheap) power contracts, had land and power and access to the gw that are today scarce (saw NRG, shout out to the Houston Texans, did a deal to acquire 12 gbs which literally doubled their stock if you look at the last few years). From what I understand that's exactly what CoreWeave did as a pivot. 3) From what I understand we are just now scaling the Grace Blackwell era. Given time (I'm talking 10 years not 2) GPUs will become a commodity as all new technology eventually becomes in time.
  17. There is an interesting book that was published last year called BOOM if anyone cares to read more about productive bubbles (or just search productive bubbles and lots of examples will be summarized via AI for you):
  18. I said this previously and I believe it still; the companies who will thrive in the AI era of industrialization and society haven't even incorporated yet. You and I (heck, PM me) could be sitting on a unicorn idea that just needs to be operationalized once the chessboard has been set and all the pieces have been captured (via the incoming AI bust). That's all fair, except to say I don't see a world where nvidia, openai, oracle (and gemini/google, anthropic, microsoft, meta, etc.) don't exist as trillion dollar organizations EVEN WHEN (not if, but when) a lot of the unicorn and decacorn AI startups got belly-up. It's a bubble, but a productive bubble. It's a bubble that is building out the infrastructure that will outlast all the froth. Like railroads before it or paving of streets, the future highway that everyone will use to create and make economic upside in and with AI will be done off the back of the bubble infrastructure of 1) power build out 2) data center build outs and 3) GPU creations (that will get cheaper and cheaper and cheaper and cheaper, etc.) This is all my opinion, at least.
  19. This. I'm actually really surprised and maybe need to reflect. I was following this late into the night and thought it was a HUGE deal with massive implications and newsworthiness, but there has been little to no discussion. Is everyone just like "ive seen this movie before" and assume Israel is lying or gonna backbite on this? Or is it because it was Trump who was the catalyst that it's distasteful?
  20. I don't think this technology will be free until it's cheap to make. From an interview with Sam Altman (for those who don't know, Sora is an OpenAI product:
  21. Plano tax is going up (property tax), but after years of trying to keep it from growing. Wonder if it's like that with Austin, can't help it.
  22. I'm not sure Oracle is a great example though (and their stock is down like 7 or 8% last I saw): From The Information: https://www.theinformation.com/articles/internal-oracle-data-show-financial-challenge-renting-nvidia-chips
  23. I hear you and could be swayed to your way of thinking but I think the difference this time is the level of exposure and visibility that the last 2 years has given the world, especially the West/US. A lot of pundits thought that actually Hamas plan was to provoke Israel into atrocity to expose Israel for what they wouldn't be able to help themselves from doing, which is give into their base desire to exterminate Hamas and displace Palestinians and own the entire territory. I think there has been way too much awareness now that didn't exist-- especially to the layman who frankly didn't care about the Palestinian plight 2 years ago-- to be able to revert back to pre-10/7 behavior with Palestine now without the justification of "war" anymore. Israel painted them into that corner if what I posit is true.
  24. Well, for one, from what I've read (and it could be wrong of course) that Bibi overstepped and made an error in his bombing of Qatar (which we all called a strategic blunder at the time except one guy here whose name I don't recall but who was clearly wrong). This got him on the wrong side of what little, albeit powerful, allies he had left and forced him into a real isolated place to where this peace actually happens because of that error. Had he not made it, he might still be out there being headstrong with tacit support. That said, I think that his keeping the peace is actually how he keeps the powerful tacit allies in his camp (US of A) which actually does keep him out prison and away from death a minimum. Now, the calculus changes for him in 2028 when the adminsitration changes (if it does) and all bets are off....
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