Steve Hameister

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Steve Hameister

Steve Hameister

@highonpez

It's hard to reconcile your intrigue of brevity with distrust of yet another form of social media but I'm doing my best.

Milwaukee, WI เข้าร่วม Mayıs 2010
1.1K กำลังติดตาม103 ผู้ติดตาม
Steve Hameister
Steve Hameister@highonpez·
@emmma_camp_ Show me the weirdo left doing that? It's all just calling out how performative this is.
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Mike Lee
Mike Lee@BasedMikeLee·
I’m shaking right now
Mike Lee tweet media
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Steve Hameister
Steve Hameister@highonpez·
@taste_of_tbone She's lent them by fashion brands because they get a news story write-up. Just upscale influencer dynamics.
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timothy faust 🇵🇸
timothy faust 🇵🇸@taste_of_tbone·
Who among us hasn't dated an amorphously artistic-type beautiful woman with excellent yet $$$ taste who pulls in less than the poverty line but never seems to stress about money for reasons you don't look into? They make the world go round! Helens of Troy on the smoking balcony!
daniela@daniela__127

Rama Duwaji wears $600 shoes and outfits that run into the thousands. She’s either being gifted A LOT of items (can she accept those, she’s the wife of a public servant?) or she is clearly not living on the combined income of her and her husband (whom she only married a year ago)

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Steve Hameister
Steve Hameister@highonpez·
@Grugi772 @mnolangray The quote post was, just feels weird to all lives matter a reply to a shitty congressman yelling about a mathematically tiny problem.
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M. Nolan Gray 🥑
M. Nolan Gray 🥑@mnolangray·
Approximately 120 Americans are killed every day by traffic violence. Just over half of these deaths involve reckless drivers, who are virtually never prosecuted to the fullest extent of the law. All victims of traffic violence deserve justice.
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Rep. Mark Harris@RepMarkHarrisNC

This is William Carter and Jennifer Lower. They were killed in a car crash when an illegal alien jackknifed a semi-truck, blocking both lanes of the highway. They were 24 and 25—They had been married for only 16 days. William and Jennifer are why I support ICE.

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Steve Hameister
Steve Hameister@highonpez·
@conorsen If anything probably helps you get into lower tier state schools. UC-Irvine etc
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Steve Hameister
Steve Hameister@highonpez·
@DKThomp Famously, managers never overpromise results and waste money. Changing production of these chassis overseas will cost more upfront sure, but this slide deck says it's gonna save us millions.
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Derek Thompson
Derek Thompson@DKThomp·
Part of the AI triple vibe shift that I described this week is that the AI bubble argument has meaningfully shifted from A) the revenue growth curve looks weak and old chips will lose value too fast; to B) well sure, old chips are retaining value for this inference boom, and the revenue growth curve is ferocious, but it’s being subsidized by below-market token pricing and corporate AI-FOMO Ofc, the latter argument could turn out to be right! The future is a crazy place. But the bubble case has shifted from “the demand doesn’t exist” to “the demand exists but i think it’s illusory” and I think we should pay attention to the evolution of the argument.
Hedgie@HedgieMarkets

🦔Goldman Sachs reports that companies are blowing past their AI inference budgets by orders of magnitude, with inference costs in engineering now approaching 10% of total headcount costs and potentially reaching parity with salaries within several quarters. KPMG surveyed 2,100 senior leaders and found US companies plan to spend an average of $178 million on AI over the next 12 months, with Asia-Pacific firms budgeting $245 million and EMEA $157 million. The two reports together show companies are spending more than planned and intend to spend even more. My Take Inference costs approaching headcount parity is an extraordinary number that most finance teams did not model when they approved their AI strategies twelve months ago. The compute crunch, electrical component shortages, and GPU spot prices up 48% in two months are all flowing into corporate operating costs faster than anyone budgeted for, and Goldman's trajectory suggests it accelerates from here. What I find hard to reconcile is that $178 million average sitting alongside enterprise data showing eight in ten workers are either avoiding AI tools or not using them at all. Companies are committing to nine-figure inference budgets while their own employees aren't using what's already been deployed. I've watched this dynamic build all year and my honest read is that a significant portion of this spending is driven by competitive fear rather than demonstrated returns. Nobody wants to be the company that didn't invest in AI when everyone else did. That's how bubbles get funded, and at some point boards are going to demand a number that justifies it. Hedgie🤗

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🇺🇸@DebtSlaveUSA·
@GwenpostingTTV Sorry to break it to you but most small towns hate your entire belief system and you would not be welcomed
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Steve Hameister
Steve Hameister@highonpez·
@IsaacRowlett I kinda feel like Dan is suggesting more single family homes with backyards is the solution, but open to being wrong.
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Isaac Rowlett
Isaac Rowlett@IsaacRowlett·
Dan is right about the reduction of impervious surfaces We already have almost $1 billion in deferred maintenance on Milwaukee’s overbuilt street system that we don’t have a path to fixing, so reducing the amount of paved surfaces would save us money and reduce flooding
UpNorthDan@GtownDan

@IsaacRowlett Right. More taxes and more government agencies to fix climate change will solve this…. Heavy rains happen from time to time. Maybe building less urban environments can reduce pooling of water due to impervious surfaces. Maybe that’s the fix.

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Linda Yaccarino
Linda Yaccarino@lindayaX·
@NYCMayor this is actually one of the scariest things I have seen. it won’t stop here. 🗽😞
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Max Dubler 🏳️‍🌈
Max Dubler 🏳️‍🌈@maxdubler·
@AmericaFreedmen People like target, CVS, and Whole Foods because they provide a superior experience and lower prices than their competition.
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The Freedmen's Bureau
The Freedmen's Bureau@AmericaFreedmen·
We do not need 5 targets, cvs, Whole Foods, etc. as the only businesses in our towns with profits not going back to us. We absolutely should keep land and other resources accessible for small blue collar businesses actually.
Max Dubler 🏳️‍🌈@maxdubler

Commercial rent control is a terrible idea. Businesses are not human beings and they do not have a right to housing. If your business cannot afford rent, you should close up shop and go work for someone who is better at capitalism.

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RJ
RJ@MKENewYorker·
I went down into the basement when the tornado warning alarm went off and found my downstairs neighbors there with 4 bottles of wine, a bottle of bourbon, and a couple of beers “just in case” lmao I love Milwaukee
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Hunter📈🌈📊
Hunter📈🌈📊@StatisticUrban·
Many of the best cities in the US have physical geography that forced density. - Seattle: isthmus - SF: peninsula, mountains - NYC: islands, harbor, peninsulas - Boston: old street grid, rivers, harbors - DC: small federal district, non-free market core job clustering
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Jarvis
Jarvis@jarvis_best·
I have a problem and its name is Wisconsin. A thread. I hate Wisconsin. It’s like you took the absolute worst stereotypes of red states and blue states and mushed them together to create a Sheboygan hard role except dummer. The Madison libs are a walking talking Portlandia skit and the Republicans are all fat and on the verge of a very racist heart attack. Everything you heard about Wisconsin is true.
The NCHC@TheNCHC

Final game of the season... @DU_Hockey battles the Badgers for the ultimate prize this afternoon at the #MFrozenFour! 🏆😤 📍: Las Vegas 🏟️: @TMobileArena ⏰: 2:30 p.m. PT 📺: @espn 📊: ncaa.com/game/6538231 #theNational // #GoPios

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Craig Ray
Craig Ray@caustinray·
@jarvis_best It’s true. I visited a friend who picked me up at the Green Bay airport and stayed at her place in Kewaunee. At no point in our travels was there anything that said “Hey let’s go check that out.” A depressing land filled with joyless people bragging about cheese.
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