bookdepth

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bookdepth

@bookdepth

adversely selected against in the marketplace of ideas

Katılım Nisan 2009
4.5K Takip Edilen10.2K Takipçiler
bookdepth
bookdepth@bookdepth·
@devahaz Just like the 2000s when it was the lakers and.... also the spurs.... running the west The more things change the more they stay the same
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Deva Hazarika
Deva Hazarika@devahaz·
They just talked about OKC and SA maybe battling next 8-10 years in West finals. Scary thought for everyone else in the conference. Hopefully way overestimating potential for prolonged dominance.
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foks
foks@ExaltedFoks·
Give me more metal recs please
foks tweet mediafoks tweet media
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cinesthetic.
cinesthetic.@TheCinesthetic·
What’s a sex scene that genuinely mattered to the plot and couldn’t be removed from the film?
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bookdepth
bookdepth@bookdepth·
Can anyone recommend good 40% form factor keycaps (i.e. with a split spacebar)? I am struggling to find good sets with split spacebars!
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bookdepth
bookdepth@bookdepth·
@ONAN_OUS You're asking the mantainer "pull my changes from my branch/fork into your repository"
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ONAN
ONAN@ONAN_OUS·
Why are they called pull requests and not push requests
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peepeepoopoo
peepeepoopoo@DeepDishEnjoyer·
@stevehou @VolaDuck You'd have to check the docs but I think one round after, though there were Jane street folks who individually bought in
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bookdepth
bookdepth@bookdepth·
@DeepDishEnjoyer Would have only prolonged the inevitable, the macro trends were there since Gingrich
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peepeepoopoo
peepeepoopoo@DeepDishEnjoyer·
the world if mitt romney beat obummer in '12
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Kirk Goldsberry
Kirk Goldsberry@kirkgoldsberry·
Not gonna defend Wemby here, but the contact in this game is game is giving 2004
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bookdepth
bookdepth@bookdepth·
@devahaz Unfortunately yeah :( hopefully coach mitch can pull off small ball and let Harper, castle, and fox cook
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Deva Hazarika
Deva Hazarika@devahaz·
Easy ejection for Wemby imo
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bookdepth
bookdepth@bookdepth·
So much for ethical basketball :( time to let Harper cook
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bookdepth
bookdepth@bookdepth·
@MattZeitlin Celtics win condition is to win with the three. They shoot crazy volume from distance regardless of matchup and they couldn't make them in the last three games. Under 30% in three straight games is a death knell for this roster and coach.
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Matthew Zeitlin
Matthew Zeitlin@MattZeitlin·
so were the celtics just complete ass? how did they lose three tatum games to this team?
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bookdepth
bookdepth@bookdepth·
@SkeleCap Kalecki-Levy can explain why the aggregate profit pool is larger than a simple sectoral cash-flow model implies but even if that is true, you still cant justify paying terminal scarcity multiples for every component supplier in the chain forever
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bookdepth
bookdepth@bookdepth·
This is exactly the right way to think about it. The market is capitalizing upstream AI revenues as if they are terminally durable in a bunch of places while the actual economics depend on another actor continuing to spend uneconomically. It can't all be load bearing
Quantіan@quantian1

My napkin math on the "AI bubble" question. Slice the trade up into baskets- labs, hyperscalers, chips, memory, neoclouds, power, whatever. Observe how much each basket valuation has gone up since ChatGPT release, and comp vs. how much out-year EBITDA estimates have gone up.

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Curry Flurry 😈
Curry Flurry 😈@BabyFaceDubs·
The NBA Finals America wants
Curry Flurry 😈 tweet mediaCurry Flurry 😈 tweet media
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bookdepth
bookdepth@bookdepth·
@quantian1 Plus they have the anthropic partnership, I think anthropic alone is like 40% of the gcloud backlog
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Quantіan
Quantіan@quantian1·
@bookdepth Right now the market is pricing ~20 cents of an end-user AI dollar ending up in Nvidia's pockets, ~15 cents in Google's, and 5-7 each in TSMC/Broadcom/AMZN/Ant/OpenAI/SpaceX's, w/ everybody else splitting the last 30c . It's not crazy to think Google's cut ends up being 30%+!
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Keşfet

@devahaz @ExaltedFoks @TheCinesthetic @ONAN_OUS @DeepDishEnjoyer @stevehou @VolaDuck @HighFreqAsuka