ravst3s

5 ms·

1.
by ravst3s 1mo ago
Solar is dirt cheap in China, where 85% of panels are produced. The problem is they're made in China and face tariffs/import bans in the US/Europe. Nat gas is preferred for AI DCs because it has faster time-to-market, doesn&#
2.
by ravst3s 7mo ago
That same virtuous cycle works for their data center segment Every GW of Blackwell generates more revenue than the entire gaming business does in 1 year.
3.
by ravst3s 2y ago
you identified it - Windows & Office. These two products dominate every non-technical industry. I think MSFT makes mediocre software. But as long as those two gravy trains exist, they'll never lose.
4.
by ravst3s 2y ago
All Intel did was just report a new operating structure and re-allocate revenue and costs to that segment. So essentially expenses that went into manufacturing before are now just thrown under IFS. It's just a bunch of financial engine
5.
by ravst3s 2y ago
it's all internal revenue. IFS is charging Intel Products for making chips. 2023 was a down year bc of weaker cloud & IT demand. Outside of NVDA, semiconductor companies had a poor 2023. "Revenue was $18.9 billion down $8.6 bi
6.
by ravst3s 3y ago
I doubt it will backfire on them at all. No one cares about who is spending money on Twitter. Moreover, Twitter is an irrelevant advertising platform and also an atrocious one as well (still lacks DR). Twitter's influence is exaggerate
7.
by ravst3s 3y ago
https://www.axios.com/2023/10/26/x-twitter-usage-statistics-... "By the numbers: Engagement metrics are down across the board. App downloads fell roughly 38% globally between October 2022 and September 2
8.
by ravst3s 3y ago
How has Nvidia stifled anything? Nothing besides $ prevented their competitors from developing their own GPUs and software stack comparable to CUDA.
9.
by ravst3s 3y ago
Doomers always make AI sound incredibly primitive as it goes on the human extinction rampage.
10.
by ravst3s 3y ago
Each time the Chinese market rallies, it's another opportunity to sell. Investing in China was already a thorny issue, you cannot trust the government at all as a foreign investor and there's 0 transparency. Now, there's 0 gr
11.
by ravst3s 3y ago
The had some equity after 2019. Thrive was about to buy employee shares at a $86 bn valuation. The Information said that those units had 12x since 2021. https://www.theinformation.com/articles/thrive-capital-to-le...
12.
by ravst3s 3y ago
Agree that it's a facade. Iirc, the NP structure was implemented to attract top AI talent from FAANG. Then they needed investors to fund the infrastructure and hence gave the employees shares or profit units (whatever the hell that is)
13.
by ravst3s 3y ago
Looking back, Altman's ace in hand was the tender offer from Thrive. Idk anyone at OpenAI, but all the early senior personnel backed him with vehemence. If the leaders hand't championed him strongly, I doubt you get 90% of the com
14.
by ravst3s 3y ago
I don’t believe him when he says he uses Bing Chat. Bing chat sucks now. All it does is generate SERPs instead of encapsulating information.
15.
by ravst3s 3y ago
Of course the options for Meta are limited on what they could do with that cash. M&A is a non-starter, and there isn't much more they could do in FB/IG/WA. Meta already does share buybacks as well. However, the opportunit
16.
by ravst3s 3y ago
>You literally cannot make good decisions when you have to base everything around what will make the most profit for the shareholders this quarter Ironically, Google doesn't care about their shareholders and quarters like other tech
17.
by ravst3s 3y ago
That's decent for single games, but overall those are low figures. These companies are aiming to have installed bases in the hundreds of millions if not billions. Active gaming will be a nice use case, but will not be the reason 40-50m
18.
by ravst3s 3y ago
Reality Labs is going to burn at least $16 bn in '23 and '24. Meta can't really spend much more money on this business. I think investors will mandate clarity on how the spending is bucketed and see a mix shift to HW rather t
19.
by ravst3s 3y ago
Sure, some people do, but the majority of people are not looking to exercise while gaming. It's a niche use case. The Wii lost its novelty pretty quickly. If you're gaming for 3-4 hours, watching a movie, or using the device for p
20.
by ravst3s 3y ago
Although these devices will be compared to each other ceaselessly, I think they're targeting two distinct markets. Apple believes that Vision Pro is the future of personal computing. Meta keeps marketing the Quest as social-connected