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Vegas64

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Everything posted by Vegas64

  1. 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
  2. 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.
  3. 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....
  4. AMD will be a trillion dollar company-- why not?
  5. Not much shocks me but I would be absolutely shocked if that happened. Israel would have burned bridges and that's very foolhardy and shortsighted. I think that would be insane behavior by Israel from a nation state even looking out for their own benefits in the short and medium term... Now.....I can see some other "provocation" which will "demand" an Israel response to re-engage at some point in the (not near) future to "finish the job", ranging from the justified response (e.g. a 10/7 like attack) to the thinnest rationalization, but even then I don't think it's all that likely.
  6. I'm almost 100% certain the only reason Trump wanted peace and put the pressure to get it done was to get that ego stroking of a desk tchotchke (in his view and pardon the yiddish slang).
  7. With peace and the end of the war Bibi is about to have face his own issues he's been putting off (a corruption trial? having to speak to Israel's intelligence and security lapses that allowed 10/7 to even happen, having to take accountability for atrocity) and then, boom, election will be here before you know it! The big question I'm still waiting on hearing (well, there is two) but what about Hamas? We all agree they are the worst. Do we allow the Hamas peons to disband and be reconstructed to Palestine regulars while still finding and executing the remaining Hamas OG's who did 10/7? The biggest question to me I'm super curious about: Will Trump get a Nobel Peace Prize. I saw that a Nobel Peace Prize gets announced tomorrow at like 5am EST. Even if you WANTED to give it to him, is it too late to pivot from whomever the committee had decided upon before yesterday? Would the meltdown from people and the collective crashing out if he got it be worth it in the blowback from the committee and international community?
  8. I got an early invite for sora 2 and been playing with it for a week or so now and can attest it's pure AI slop and silliness that doesn't seem to serve a purpose right now outside of the lulz amongst friends. I get why it's invite only right now because the gpu's and electricity to create foolishness is not defensible right now from a cost or monetization route.
  9. Next year’s WNBA season could get delayed or canceled if there’s no deal by Halloween. Adam Silver, commissioner of the NBA (which oversees the WNBA), said earlier this week that he’s confident an agreement will be reached.
  10. In-n-Out vs Whataburger in the finals for me. Which checks out to the cultural argument, I guess.
  11. you are responsible for literally my two favorite posts on surly ever, the last two days. Thanks for bringing some joy to this old dog's heart.
  12. I mean, you want the “true believer who won’t do politics and put up with the BS”. Actually, if you are talking about democracy / representative democracy and the ideal purpose and application, “crazy” might actually be what you want if it’s the will of the people to vote and elect “crazy”, so long as the “crazy” is always and was always transparent and authentic. Remaining “crazy” might actually be the most honest outcome in the sense of what Bozo was saying.
  13. @sidis can we get a musical breakdown (similar to your exegesis on the mo bamba thread) on how Mr. bright side became a stadium staple at sports events?
  14. Which really if you think about it is what you want in a representative. Good bad or indifferent, there is an integrity and honesty in having a POV and being ride or die with it and not weaseling and opportunistically dancing as the drums switch beats.
  15. It does feel like the bubble is bubbling in this report.
  16. It feels like Israel is finally backed into it and it would be a precarious situation for them to go against their own, and their allies and the west who are urging them behind the scenes, to go ain’t their own word and plan. And Trump sees this as his moment and he’s not going to happy and keep pressure on.
  17. I think that's the fallacy. Visiting and vacationing and even a longer term sabbatical, you can romanticize the life. But having to live with standardized medicine (especially if you have a chronic or serious disease or illness) and the day to day isn't for the faint of heart (for most Americans). And I agree, I have an American bias to what you called out. I'm an unabahsed capitalist, I guess, from years of indonctrination and the guise of value creation that has allowed me to build a little bit of wealth. So I think of Europe as inferior in a lot of ways:
  18. I wonder if these are retail apes (dumb) or sharps (smart): A perspective of shut downs:
  19. The guy (Elmo) keeps winning somehow: How much is a $20bn raise and $2bn directly from Jensen going to pad his net worth? Sheesh.
  20. From what I've read, Trump and others have supported the rebuilding of Gaza. In other news, here are some more details: Leaders across the world are pouring in praising Trump for the ceasefire and first phase of peace. That's interesting and forming a narrative above and beyond the MAGAT echo chamber. Also I've read that Hamas seems pleased which likely means they won't be fully disarmed/disbanded once the full details emerge. Lastly, it appears that Israel bombing Qatar during those negotiations ticked off everyone, even Trump, and backfired on Israel. I know we talked a lot about it at the time, but it was probably the biggest strategic blunder Israel had and they flew too close to the sun and ended up isolating everyone and losing Trump. Good for peace; bad for Israel's attempts at total domination.
  21. We need to get a head of lettuce and make it viral like the Brits did. It's been like 8 days already and feels like it's not even close to being over.
  22. Trump is getting his Nobel Peace Prize isn't he? https://www.nbcnews.com/world/middle-east/live-blog/live-updates-israel-hamas-trump-peace-plan-rcna236552
  23. [closing the Austin ISD consolidation thread]....uh, Austin ISD. Maybe call these guys and get some best practices?
  24. The real hard hitting legislation that the people are asking for! Kidding, it's actually a good law I think. Also, wins like this are no-regrets-- nobody has a problem or can reasonably take issue with this. It's as bipartisan as it gets and is one micrometer closer to bringing America back together.
  25. Think of a 20 year timeline, not a 2 year timeline IMO. There will be a bust and people will fail, but the gains from the bubble will be what fuels the AI industrial revolution (the most important and long lasting being the power generation build out). I agree that a lot of people and companies are going to go bankrupt, but some will survive, and many who will thrive aren't even incorporated today. That's my thesis at least, which suggests AI is more akin to electricity and the internet than other bubbles.
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