
Current User
102 posts







oh come on. You think your grandma wants to make her own app? Much less maintain it. Everyone neglects the mental energy it takes to even *think* of what it is exactly you want. The entire principle of apps relies on some faith that designers; and the collective feedback of their users, can come up with a workflow or design paradigm that is *better* than what you; an individual could come up with. This is true for 99% of cases. I’d be floored if even 1% of global users want bespoke applications for uber-specific needs. Not saying it’s useless; but it’s so far away from what average users want.





This is simple math. Billions were spent unchecked. No one was was held accountable. And what's worse is Congress wants to send more. Urge your Senator to back my amendment. Stop the waste. Protect your tax dollars.






I believe I solved the mystery of $CRWV "restricted cash". ⚠️ As you can see from $NVDA disclosures, Nvidia is guaranteeing a "partner" lease obligations in case of its default, so it can access funding, in exchange for warrants. This partner put 470m$ in escrow, coincidentally the same amount of "restricted cash" in $CRWV non-current assets. Fair question, if everything is ok with this "partner", then why does Nvidia need to directly support it? Assuming I am right and this partner is CoreWeave, considering $NVDA large investment in $CRWV, a significant amount of GPUs sold to $CRWV, and guarantees to purchase from $CRWV any unsold computing capacity, shouldn't $NVDA be disclosing a material risk towards $CRWV in its SEC filing? Well.. as a matter of fact it does! It just does not mention the name 😉 Now, considering $CRWV CDS spreads are skyrocketing, people should wonder how big of a hole can $CRWV make in $NVDA in case it goes bust. But I guess, no one will care about this risk till it manifests itself (a matter of when, not if)












