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Joined 2 years ago
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Cake day: March 2nd, 2025

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  • Wholeheartedly agree with you, and upvoting you. I have ONLY sold my shares, across more than the last year. Look up how much of the S&P 500 index is comprised of NVDA. Last I checked, like 34% of the index was just the mag 7 plus top 10 by market cap.

    I’ve been divesting of tech stocks for the two years, butdoing it all at once would be too big of a tax bill for me to shoulder. I literally moved all of my IRA into ex-us funds and value stocks this past spring, because I agree with you that AI industry is a nascent threat to democracy.

    At the very same time, I think it’s b******* when people try to bring out puritanical arguments and shittalk an executive woman as if she was just a piece of arm candy that is on the CCP’s take, as if there’s no plausible reason these two consenting adults would have reasons to do business together, and above all, pretending these GPU’s strategic defense assets.

    That last one feeds directly into the bottom line that we hear from anthropic and open AI about how this Tech is really the Boogeyman and how we need to make the death machine before China makes the death machine first.

    LLM’S AREN’T THE SINGULARITY AND STOP LETTING THESE PEOPLE MORALIZE IN SUCH BAD FAITH.






  • I definitely don’t think these people are super human. They’re billionaires and that immediately clocks them as Bond villains in my book.

    But Jensen Wong absolutely steered the company across decades, including the Sega maneuver that madr both of them hundreds of millions of dollars after t doubling down on a lifeline that kept NV afloat in a disastrous chapter.

    My point is mostly, Jensen Huang is good at specifically what he does, and Ms Huang appears to be similarly calibered. Again, people are talking about them like they are bumbling fools and moralizing technical and data-driven things.

    That’s it. I don’t care about the gossip and I don’t like empowering AI Bros with these National Security narratives when the reality is just a couple of Semi/Silicon C Suite f****** each other and making billions in distribution contracts.


  • Maybe I’m old, maybe I’m out of touch, but it seems to me that this entire discussion is wrapped up in a metric f*** ton of misogyny.

    This woman spent decades in industry, first commanding in finance management for a gaming company partner, and then production and distribution for that very gaming company, which grew into one of Alibaba’s largest cloud compute subsidiaries.

    It’s someone who acted with agency and with acumen across time, and leveraged talents and a working relationship with one of the most pivotal executives in human history.

    Today half of my Facebook feed is basically people calling her a two-bit whore and calling Jensen dumb, as if they both don’t deserve to be exactly where they are, didn’t make every decision that brought billions to their fiefdoms.

    In less than a week I’ve seen $100,000 wiped off my balance sheet, and I fully anticipate seeing another $100k drop off before Nvidia even gets to their quarterly earnings call to discuss what the business is actually f****** doing.

    It’s possible that this is the end of the road for my Nvidia Investments and that’s fine.

    But te people are reaching for the most simplistic narrative and meanwhile all of the industry players are doing exactly what they’ve always done. Espionage, trade and arbitrage occurring in delicate dances between bedsheets and balance sheets.

    While everyone’s meemaw and peepaw imagine some 25-year-old bar girl wandered into Jensen Huang’s pocket after the Chinese government bought her a plane ticket.

    https://www.axios.com/2026/11/09/alice-huang-nvidia-jensen-megaspeed



  • You know I thought about that as I was commenting, and also kind of rolled the dice on someone calling it out. And ancient Apple equipment are built like tanks.

    But I remember running Minecraft Beta on an ancient iMac G5, and it was too choppy even back in the day. I can’t imagine you being pleasant on one in the modern era.

    So I think looking back, I would put a hard limit at only putting machines in service that were manufactured at or after 2012 or so. Get a cute Haswell Mac Mini and call it a day.

    If you insisted on vintage Apple hardware older than that, I would recommend getting the system and throwing a Raspberry Pi in there instead. I really wish the G4 lamp Macs would make a come back.




  • Samsung owner, checking in, so I absolutely get the appeal of having one device that serves as a traveling workstation and mobile comms platform.

    I do miss headphone jacks, but I’ve got a grip of 99 cent USB to stereo adapters if I really care about it, and I’ve got almost exclusively Bluetooth headsets anyways.

    Thunderbolt is glorious, but you also can accomplish all the things you mentioned with USB 3.x and I’ve accomplished most of them with Samsung Dex and a USB Dock.

    Thunderbolt was developed in Partnership between Intel and Apple, and Intel largely holds the keys for it, and opened the spec for TB 3/4 to be available rolled into USB 4 devices and beyond, many years ago, so Thunderbolt licensing is rarely needed.

    I have literally one dock and one Apple computer which even support Thunderbolt 5, and I can’t really do anything that needs to saturate its bandwidth in production. Generally speaking, 40gbps is enough today for anything I would need to do on my phone docked as a workstation except for larger LLM’s, or maybe video production or CAD design, which are likely want the full fat horsepower of any of the computers available to me instead.

    But I really freaking want though out of my phone, is for it to not be locked down to one of two spyware ecosystems, and for it to be small enough that I can comfortably use it with one hand. I have bought the smallest Samsung Galaxy S phone available to me every year since around 2015 and I’m quietly resentful about it that I’m forced to carry around a phablet. Every time I picked up my old iPhone 4S from a drawer and dusted It Off I would charge it up and turn it on and be dismayed at the state of the software and SOC, but it’s form factor and elegance is what I want, just in something more open.

    One key point you need to understand regardless of where all of the jumble of Technology goes next, affordability is out the window, and it’s not the upstart phone vendors fault that they can’t command millions and millions of orders to get manufacturing discounts. Any phone that is better for you and me to carry is going to cost a pretty premium and we’re basically funding the R&D with the first Generations we buy. That is pretty much unavoidable in this era.

    So we slavishly keep buying pixels and galaxies and iPhones.







  • Oh, you perhaps misunderstand me, friend. I’m saying their revenues are a momentary mirage, the liabilities aren’t.

    They need income that substantiates the growth game and justifies the outlandish, impossible tidal wave of debt they are raising. Their competitors nipping at their heels and stealing all of their progress, and making it run on commodity hardware to boot, only narrows that field of play for justifying their market growth.

    If you’re Tesla and unmasking your customer base revealed it was all just BYD all the way down (or, say, something TRULY absurd like everyone found out all of the cybertrucks were bought by SpaceX) then it would cast serious doubt about their viability with the next generation of customers targeted for that product.