costaV02

Opinion: The memory Big Three should increase supply enough to bring margins down to around 60%. An 80% margin is unsustainable, and it should not be sustained.

“What if you were born in Sudan” “But I was born in America” “I know, it’s a hypothetical, how would you feel if you were born in Sudan” “But that’s impossible, I was born in America”

Anthropic just published a support page that should terrify anyone holding its shares on the secondary market. "Any sale or transfer of Anthropic stock, or any interest in Anthropic stock, that has not been approved by our Board of Directors is void and will not be recognized on our books and records." Void. Not restricted. Not pending review. Void. That means if you bought Anthropic shares through Forge, Hiive, or any other secondary platform without board approval, you are not a stockholder. You have no stockholder rights. Your transaction is invalid. It gets worse. Anthropic says it does not permit SPVs to hold its stock. Any transfer to an SPV is void. Investment funds claiming to offer indirect exposure are "most likely relying on mechanisms that attempt to circumvent our transfer restrictions." Forward contracts, tokenized securities, synthetic exposure products, all of it potentially worthless. Their advice to investors: "Assume that it is invalid." There is a multi-billion dollar secondary market in Anthropic shares right now. Platforms are pricing the stock at $265-$1,400+ per share based on a $380 billion valuation. Real people have put real money into these positions. And Anthropic just told them none of it counts. This is the purest possible illustration of counterparty risk. You can buy a share of a company and have the company itself declare your ownership void because you bought it through the wrong channel.

The 12 members of staff at the Dutch hospital made procedural errors during the blood draw and disposal of urine from the patient contaminated with hantavirus. They will be placed in quarantine for 6 weeks.

NEW - WHO's Tedros responds to pictures that have been circulating online of one of the passengers not wearing a mask: "Many of these passengers are elderly and you can imagine how uncomfortable it could be when you have, especially FFP2 masks."

NEW - WHO's Tedros responds to pictures that have been circulating online of one of the passengers not wearing a mask: "Many of these passengers are elderly and you can imagine how uncomfortable it could be when you have, especially FFP2 masks."

Spain just confirmed another hantavirus-positive passenger tied to the MV Hondius cluster.

My favorite “cursed” computer bug was when AMD’s Zen 2/3 would occasionally play robotic / demonic audio randomly for a few seconds while also freezing the system. The reason was pretty funny. Windows 11 upgrades were…kind of a mess. The TPM 2.0 requirement had a ton of people enabling fTPM in the BIOS for the first time. Turns out, AMD’s implementation had been borked for years, but no one really noticed until it was “forced” at scale from Win11 requirements. Basically Win11 would occasionally say “hey TPM, need you to do a security thing”. If you *didn’t* otherwise have a dedicated chip, the request took a (longer) fTPM path. Normally, the TPM needs a place to store secrets/keys/etc. fTPM is really just…software. AMD had to awkwardly piggyback off of the motherboard’s slow BIOS chip to store that data (instead of NVRAM like a real TPM). Apparently a bug would occasionally occur where the CPU had to pause all other operations until that fTPM read/write finished. Of course, this caused a HUGE tail latency spike, and considering that audio is quite real-time…your soundcard would just loop whatever small piece was in the buffer which occasionally sounded horrifying. AMD eventually fixed it with a AGESA update, but there was a rare / short period in which buying a *physical* security device (hardware TPM) significantly reduced system latency!

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