Canmido🌈💦 retweetledi
Canmido🌈💦
315 posts
怀孕的omega又到了发情期 他的alpha怎么还没回来...🤤
拌匀这个系列还是露一点才好看！！求这个博主！🥹应该是爱发电上的🥹
中文
Canmido🌈💦 retweetledi
Canmido🌈💦 retweetledi
shotarooさんとコラボ①
( @shotaro26982856 )
お兄ちゃんみたいに慕わせてもらってるshotaroo兄との初えっち🫠
騎乗位ガン掘りからの寝バックで種付け。
種付けしたあとそのままガン掘りされるの気持ちよすぎて最高でした🥰
日本語
Canmido🌈💦 retweetledi
Canmido🌈💦 retweetledi
Canmido🌈💦 retweetledi
转需：antigravity 无法登录、登录中卡住等问题解决方法：
1、改电脑语言 美国 US
2、开全局+TUN 模式（新加坡、日本、美国为主）
3、重启 编辑器重新登录
我是直接操作了2这一步，亲测有效
ilovelife@ilovek8s
下载安装了google Antigravity，点击登录，PC端一直唤不起， 还没开始就结束了~
中文
Canmido🌈💦 retweetledi
Canmido🌈💦 retweetledi
The layoff wave tells two stories, not one.
Tech giants like Amazon, Meta, and Microsoft are cutting to fund GPU purchases. Their revenues are growing. Their stock prices are climbing. They're firing people to free up cash for compute. This isn't cost-cutting during a downturn. It's a forced reallocation from payroll to datacenter capacity. The math is brutal: every percentage point of headcount reduction funds another batch of H100s.
Meanwhile, UPS, Nestle, Ford, and Target are cutting for the opposite reason. They've already deployed AI tools that work. Customer service automation, supply chain optimization, generative design systems. The productivity gains are real and compounding. These companies don't need to buy massive GPU clusters. They're renting inference from hyperscalers and cutting headcount because the math finally works.
Both sides are feeding the same beast. Tech companies are buying the shovels. Everyone else is buying the gold those shovels dig up. Semiconductor companies sit in the middle, collecting rent from the entire value chain. TSMC, NVIDIA, and ASML are printing money while employment craters on both ends.
The timing matters. We're at 10% enterprise AI adoption, heading toward 50%. History says this phase moves fastest and generates the most wealth. But that wealth is concentrating in compute, not labor. The gap between market cap growth and wage growth has never been wider. This isn't a recession. It's a rebalancing. And most workers are on the wrong side of it.
The Kobeissi Letter@KobeissiLetter
Recent Layoff Announcements: 1. UPS: 48,000 employees 2. Amazon: Up to 30,000 employees 3. Intel: 24,000 employees 4. Nestle: 16,000 employees 5. Accenture: 11,000 employees 6. Ford: 11,000 employees 7. Novo Nordisk: 9,000 employees 8. Microsoft: 7,000 employees 9. PwC: 5,600 employees 10. Salesforce: 4,000 employees 11. Paramount: 2,000 employees 12. Target: 1,800 employees 13. Kroger: 1,000 employees 14. Applied Materials: 1,444 employees 15. Meta: 600 employees The labor market is clearly weakening.
English
