Nice data center full of chips you got there. It would sure be unfortunate if they repriced rapidly and you had to sell them all to make commitments. Ohh who could buy all that and rights to your IP?

Frankly, this makes Apple's approach make sense. They have godly amounts of liquidity which means that they don't have to bother doing their own investment if they can get other's at a fire sale price.

Basically, I don't know if software development is the right background for actually being the firm that is able to get the value out of this over valuation moment. Slow and steady, low volatility, and cash on hand wins the day when you are in a race to the bottom.

Same piece had a narrative that google is quickly catching up and that its scale and revenue will eat the others alive in that segment. There's something to that and I think that its telling they are actually managing this as infra investment.

Nahh man. Raptor is a right.

Ahh but that was before the rise of treatler politics.

Yeah but you know that would get bipartisan support cause well….

Yeah but where can I find time to write my Leontief bio?

I don’t think he runs again.

Man I really am out of the loop.

I appreciate that. Really do. Academia and research feels like a dream I once dreamt.

Two years ago this would make my month. Now I feel so distant from my former career I’m half embarrassed by the thing.

If it does I’m not sure I’m willing to accept that Schumer isn’t just lucky.

Which would be hilarious ngl.

PMC emerging class consciousness is a thing.

Does this not confirm it? Though I think that there are tensions in the industrial unions.