hotsp0t ๐ฒ
880 posts
hotsp0t ๐ฒ
@cldstart
โฑ Building https://t.co/SHItGRC37J - testing something https://t.co/vK0siYxIq7 - language learning
Lisbon ๊ฐ์
์ผ Ekim 2013
293 ํ๋ก์1.6K ํ๋ก์
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@levelsio @AlxTurovski Really? Never seen anything happen in lisbon
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@AlxTurovski Pretty safe outside Lisbon
Lisbon is not safe at all
Friends had multiple burglaries, lost lots od expensive equipment
Lots of gang warfare happening there
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Delusional dataset
I've been robbed, burglared, spit on, had girlfriends sexually harassed in Netherlands by street thugs may times, many of my friends there too
I've never had any single bad thing happen to me in 10+ years of living in Asia (from Thailand to China to Korea to Japan)
Literally the worst thing was one Thai bodybuilder guy getting angry at me for not putting the weights back (which he should)
Asia is still a massive blindspot for Western datasets, which makes sense because they're all funded by Western countries
World of Statistics@stats_feed
The Safest Countries in the World for Travel (2026) 1. ๐ณ๐ฑ Netherlands 2. ๐ฆ๐บ Australia 3. ๐ฆ๐น Austria 4. ๐ฎ๐ธ Iceland 5. ๐จ๐ฆ Canada 6. ๐ณ๐ฟ New Zealand 7. ๐ฆ๐ช United Arab Emirates 8. ๐จ๐ญ Switzerland 9. ๐ฏ๐ต Japan 10. ๐ฎ๐ช Ireland 11. ๐ง๐ช Belgium 12. ๐ต๐น Portugal 13. ๐ซ๐ท France 14. ๐ฌ๐ง United Kingdom 15. ๐ฉ๐ฐ Denmark Source: Berkshire Hathaway Travel Protection (BHtP)
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@wazumi_cap gh vs gtlb has been around for awhile, but gitlab is still preferred by big corps who need to self-host + well positioned to offer ai code reviews etc. on enterprise clouds
might wait a bit to see how sentiment evolves but financials are solid
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@cldstart Same thesis but idk if there has been a popular bear case for AI taking over git hosting
My problem with $gtlb is wonโt GitHub eat their lunch? I donโt see the moat for gitlab, though I havenโt really looked
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My mid-term investing theses (1yr) are that
1. AI will not destroy SaaS
2. Housing sales will increase
3. National champions will win
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@wazumi_cap $gtlb seems to have good numbers as well? same thesis
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1. AI is nothing more than API calls and SaaS companies will leverage it to drive customer value. Big concern is margins as AI costs more than AWS. But prices will come down & if they don't AI is a scam anw.
Plays: $crm $adbe $duol $fds $spgi
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btw TSMC CoWoS repartition:
NVIDIA 60%
AVGO 15%
AMD 11%
Zephyr@zephyr_z9
"Google reportedly lowered the production target for its proprietary AI accelerator, the Tensor Processing Unit (TPU), by 1 million units from its original goal of 4 million because it lost out to NVIDIA in the battle for CoWoS capacity." This will cause some serious problems
HT
@levelsio They just held us in buses for an hour with running engines and exhaust gases coming in
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I think one of these days someone is going to die at Lisbon Airport
"Yesterday I waited almost 6 hours for my brother. He, his daughter, and thousands of people had to stand for 6 hours, without water, without food, without being able to go to the bathroom, and they even lost an entire day of tourism. This is neglect of the people. Shame"
Claudia Jannuzzi@claujannuzzi
@questiona_te Ontem eu fiquei quase 6 horas esperando meu irmรฃo. Ele, a filha e milhares de pessoas tiveram q ficar 6 horas em pรฉ, se รกgua, sem comida, sem poder ir no banheiro e ainda perdeu um dia inteiro de turismo. Isso รฉ um descaso com as pessoas. Vergonha
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@XH_Lee23 Lmao I love Chongqing but been there and itโs nothing to do with a golden coast, just touristy bars and restaurants
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Tried using @capacitorjs to make an app for Lexirise reusing the full Next codebase.
Screen switch animations are very glitchy. FPS visibly lower even on a flagship iphone, even after optimising.
Will switch to @expo for a native shell + new dom components to reuse complex parts
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@zephyr_z9 > say fuck this shit
> incorporate in UK
> pay an accountant 300/y
> done
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>be a solo founder in Estonia running a SaaS startup from my laptop
>get first customer in France
>spend 3 days learning French VAT rules
>get second customer in Germany
>German VAT is different, apparently 16% on Tuesdays
>VIES portal down again
>invoice rejected because sequential number has wrong font
>pay 500โฌ for VAT consultant to tell me I owe 12โฌ
>GDPR email arrives from Austrian data authority
>it's about a user who signed up with a fake email
>accountant says I need a local rep in 7 countries now
>total revenue: 78โฌ
>total compliance cost: 2,400โฌ
>EU says they're "supporting innovation"
>close laptop, apply for remote job at US startup instead
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่ฟไนๅคๅฅฝ่ก็ฅจ ๅคงๆบไผ้ฝๅฏไปฅๅจๆๅฆใๆไนๆฒกไบบๅๅฆใ
ไธญๆ
@zephyr_z9 thoughts on micronics / mjc? projecting 25% yoy growth tho backlog falling
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i need to know which airline has workable wifi mid flight that allows you to take video calls like this
Shamus Madan@shamusmadan
Just closed a $7k deal while on a flight back from SF. I'm only 19. Fuck Netflix. Sales calls are my entertainment.
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discovered a free-money glitch, near-risk-free (prb won't last long)
HKD borrowing rates are ~0.5%
USD are 4.3%
using a broker like IBKR, borrow HKD, convert to USD, put it in SGOV, profit 3.8%
HKD is pegged to USD so no currency risk
pretty crazy
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