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430 posts



There's a phenomenon in running that applies to the rest of the world: It's the beginner runners who deck themselves out in all the gear. They try to look the part they've been sold. As they gain experience, they ditch most of the gear. And show up with the basic necessities.

The CPU shortage is severe. The comment from $AMZN regarding the current demand for their Graviton CPUs is not getting enough attention: "Two large AWS customers have already asked if they could buy *all* of our Graviton instance capacity in 2026 (Graviton is our widely-adopted custom CPU chip)—we can’t agree to these requests given other customers’ needs, but it gives you an idea of the demand." You might question this comment, thinking that Graviton's capacity is small, but that is not true. For three years in a row, more than half of the new CPU capacity added to AWS is powered by Graviton.



The guy that was 100% cash waiting for the market to dip another 3%





In many neighborhoods, parking is *the* most important amenity to most tenants. We're building some ADUs in one building right now, and the parking situation has become a shitshow. 3 spots for 4 units. Now, in all of my leases, I separate parking from the lease itself, which allows me to unilaterally take parking away with 30 day notice, and reduce rent by $1/mo. But taking parking away is a death sentence. So instead, I'm now offering $300/month (from $100) to any tenant to stop parking onsite temporarily, to avoid the parking shitstorm. Still no bites.




BREAKING: Cloudflare stock, $NET, extends losses to over -13% on the day after Anthropic’s launch of Claude Mythos, an AI model that finds and exploits software vulnerabilities. The stock is now down -22% in 4 days.




LA is a walkable city if you’re willing to risk it.


i work in advertising analytics, and our models assume that an ad can't make you less likely to buy a product but honestly i am not super confident in this feature























