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This is the bursting of the “Agile” bubble that ballooned SW organizations into unwieldily unproductive beasts. AI is the panacea that gives executives confidence that they can trim down these orgs and still get things accomplished.
You are actually very correct on the supply point of view. Software is massively more scalable and if even a shred of the AI promises are true it might lead to a substantial productivity boost. But what about the demand? The issue with software is not with scalability (if the SW is written correctly), but with demand. There is a limited set of customers who, as data shows, have increased their demand for AI related software, but we don't see a massive direct AI related earnings growth. Earnings seem to grow for AI related infrastructure. What if the AI demand starts slowing? What if people start realizing that AI is actually usable in only a very limited amount of fields? You will actually need a pretty massive AI market for companies to deliver on their AI promises. It will get there in time, but you need it fast. Once that people realize, that AI is not as useful as they thought, those handful of players will be stuck with a slower growing market than expected, infrastructure costs will go down, GPU costs will go down and Nvidia will be fucked cuz they've promised insane growth for many years to come.
Yes. Do think Meta does not monitor this and if what you say would be true, implement countermeasures. Based on my SW engineering background, I really believe that Meta has more interesting and complex problems that what you are talking about. They simply can fix it or roll back to the old version for some time. Whatever.
SW Enineer here: AI will change the world a lot. So the hype is not exactly overblown, its just that the currently hyped companies are probably not the one which take the benefits of that change. Especially infrstructure companies most probably will at somepoint decrease in revenue again. Same as in Dot Com: it was not intel, cisco and nortel which thrived long term, but companies building business models on top of the infrastructure
Top Holdings: [](https://finance.yahoo.com/quote/2330.TW/) Taiwan Semiconductor Manufacturing Company Limited**2.77%**[](https://finance.yahoo.com/quote/0700.HK/)TENCENT**1.38%**[](https://finance.yahoo.com/quote/9988.HK/)Alibaba Group Holding Limited**1.05%**[](https://finance.yahoo.com/quote/ASML.AS/)ASML Holding N.V.**1.01%**[](https://finance.yahoo.com/quote/005930.KS/)Samsung Electronics Co., Ltd.**0.74%**[](https://finance.yahoo.com/quote/SAP.DE/)SAP SE**0.72%**[](https://finance.yahoo.com/quote/HSBA.L/)HSBC Holdings plc**0.64%**[](https://finance.yahoo.com/quote/NOVN.SW/)Novartis AG**0.63%**[](https://finance.yahoo.com/quote/ROG.SW/)Roche Holding AG**0.62%**[](https://finance.yahoo.com/quote/NESN.SW/)Nestlé S.A.**0.61%**
The FPGA circuit used to control the quantum computer runs a data path that’s inferred. No one will write out the RTL to accelerate a specific instance of physics unless it is replicable. You need SW that isn’t quite real, but has non procedural execution… Trust me bro, I’m not crazy. Check out how the active armour in an M1 Abrams works to bend electromagnetic fields, or how 5G beamforming works. I understand you think AI outputs human legible strings… but if you skip the English, you don’t have to explain stuff to idiots
I want camels back in the SW US, giant sloths in the SE, Mastodons in the South and Mammoths in the North.
Unfortunately, many don’t see the bigger picture. Amazon is just one example, it is big, yet just one. Now, in coming days, more tech companies, especially SW heavy ones, will cut more replacing them with AI, market grows short term but then where do these unemployed guys go? Then Jobs data will sink in next iteration, more debt, more foreclosure. What happens then? Be my guest.
I agree, but then again, what is innovation? Apple rarely is the first one to bring something novel in the market, what it does is developing a device and SW ecosystem. The innovation, according to me, is that said ecosystem is user centric, as opposed to other offerings which target at the number of new functions or impressive specs. I personally always choose Apple because I value long term stability, efficiency and ease of use over gimmicks. I hate solving problems I never had in the first place.
I get it, you are hyped.... I know they started freight transport on a small highway portion. Also Aumovio is not 'just' a T1 hw vendor, they come with IP and SW, plus custom hw chips that enable the whole technology. I'll follow their progress, if Palosi or any congress smacks will invest in it, i'm mortgaging my hause and full send it( maybe...).
RPA... It is SW company. ...
I work in ML space and I see my C-suite bosses working around the clock and going to all the seminars conferences etc trying to get on this AI train but they have zero idea.. they don’t know anything about pros and cons.. they are spending huge amounts of $$ on software and upper level management positions rather than hiring IB to the teams.. we’re struggling trying to do all the cool AI stuff they need but after a couple of weeks projects are dropped or the goal post moves.. bulk of $$ wasted ! Absolutely wasted !! They keep buying softwares and most of these do the same thing.. no one wants to code or people who think they can code are crap!! So everyone is playing with these no code/low code SW but what’s the real ROO here?? Nothing?! They (CEO,CTO, CFOs, VPs) want to tell the world that they are using AI and are with the trend but this adds no value to the company.. to be honest the bubble may have popped already or can burst anytime soon..
You have no idea how hard it is to design and manufacture a chip. SW is magnitudes scale easier and there are no penalties for bugs. AMD overtook Intel not because of something they did on their own, it was because Intel slipped in manufacturing and even then it took AMD 6 years to be relevant.
Well put OP. Assuming one invests and continues to invest established and profitable businesses, I would think they will recover over some time. In 2000 when dot com bubble burst those who chased the internet mania did not recover well from the burst. But many other tech companies, MSFT, AAPL, AMZN and others recovered. Sure CSCO, Yahoo, Global crossing who relied on the frenzy did not recover. I am thinking same thing will happen again. OpenAI, Coreweave will vanish and NVDA which is feeding them will have very difficult time to recover. But META (ad business) MSFT (SW & cloud) will take longer to recover due to heavy spending. AAPL will recover sooner. If someone is counting on AI primarily for business (NVDA, PLTR, CRVW etc) will suffer big.
Dont worry +5% tomorrow. Of all fhe AI circle jerking with nVidia, AMD, Open AI at least these guys are shipping out more and more AI cards and OAI shows something working on SW side. With Tesla its always a bluff and then statement recall or plan changes.
"In the coming AI assisted world where the cost to develop software craters all of these companies selling SW licenses at enormous margins are in trouble. That’s why they all view dominating the hardware side of AI as an existential imperative." Do you develop software, buy software? Or did you just read some clickbait slurry by a journalist, some hype by a company? Do you understand about familiar tools, reliability, support? No-one is shifting their Oracle DB to Bob's Database Engine built this year with AI. It's hard enough to get people to move from Oracle DB to Postgres, which is also a highly trusted engine, because of the risks.
I think it’s actually the good old profitable sides of those business that are in a long term bubble and I think they realize that too. In the coming AI assisted world where the cost to develop software craters all of these companies selling SW licenses at enormous margins are in trouble. That’s why they all view dominating the hardware side of AI as an existential imperative.
Not disagreeing there could be a “bubble”, but the way you describe it “popping” shows a total lack of understanding of both the technology and industry because almost all the points your rationale is based on are completely inaccurate Like any major tech innovation, this is the pre-revenue cycle. Think of when even before apps like uber were doing it, companies were losing money hand over fist gaining market share and consumer adoption. Outcome based AI offerings are still being built and application of the tech developed into consumable benefits - this is where revenue starts. All the investment money flowing in now is just people hoping they pick a winner. There are certainly a load of vapourware startups but there will quickly be a consolidation, a few winners and lots of losers. That’s the only downside or “bubble” here. It’s nothing like dotcom days, just a few dogs that will burn out early without tangible products The processors do have a shelf life tied to support/maintenance, but new generations of GPUs don’t make older ones obsolete. New chips are just more efficient so you can use less of them, but they’ll all end up in mixed clusters so it’s just economies of scale lowering cost per token over time, no race to maximize value on current HW assets. Your comment there is simply incorrect Adding new users is literally $0 cost to give access to AI models and tools from a HW perspective, its concurrent users that could add cost, but even this is mitigated over time as LLMs learn, are fine tuned and queries require few tokens and chunking; vectors are refined leading to more efficient and accurate answers requiring less GPU horsepower for inferencing The money in AI IS in the SW/services/outcomes with insanely rich margins, the GPU HW is just powering a workload like CPU centric HW powered workloads for the past decade… you know, where all those trillions were made. This is actually exactly like the tech market of the past, literally no difference Nvidia, Broadcom and integrators aren’t where the money is going to be despite them getting all the attention today, they are simply powering those workloads. Nobody should be focusing on AI’s future with eyes on the HW space, that’s commodity - good luck with that The bubble may pop, but not from people realizing anything you stated because your assumptions are almost all entirely incorrect. Nice try though
I have insider info. Beskar silver bars per oz are underpriced per the SW licensing cost right now(below $70)
[the golden loonie](https://youtu.be/SW6Gu-PWnMA?si=dBbOd5Tbbw-wbICm)
https://youtu.be/SW1mOjJuryY?si=Z8AzIqCWREIbQFyp
https://youtu.be/SW1mOjJuryY?si=Z8AzIqCWREIbQFyp
Complicated by politics (it’s market related I promise plz no ban)- melon is lobbying to kill funding for cable build out to make starlink the better choice in SW Virginia. Gotta decide whether you think alphabet or melon is more persuasive.
$OCC optical cable provider in SW Virginia, conveniently located right next to GOOGL's massive new datacenter project
$OCC optical cable provider in SW Virginia, conveniently located right next to GOOGL's massive new datacenter project
SW will be back sucking after people try to follow the 6% up stick
People also don't understand Oracle SW licensing. Companies are being forced to their SaaS by all but EOL (treating it like a 2nd class citizen) their on prem stuff and having such a PITA ambiguous licensing it was once part of a massive lawsuit with Mars. Even after the lawsuit, people jumped through hoops, often unnecessarily, to comply. I.e. people will use their SaaS, even if it costs a bit more just to free up their IT staff and infrastructure from their bullshit.
Lol dips to 45 from 57 then slowly climbs to 50.... ITS PUMPING! No retards, it's still selling. Something about deceased felines or something... I'm watching the feed in SW... hilarious how stupid people in there are.
They were saying that 3 years ago lmao. I’m someone who reviews SW development for multiple Fortune 500 companies and it ain’t going anywhere Also I’m rich as fuck lmao, keep coping you ain’t
Everyone can do basic arithmetic. it's not cheaper because with a subscription, if someone's role changes or they leave the company, you just stop paying the subscription, you're not stuck with a lifelong license. Also, a professional organization is not going to be using SW that's a decade old. They would ideally want to stay on top of features and upgrade every 1-2 years, which the subscription model allows them to do cheaper.
It's a move to avoid cutting jobs. Their stores group runs skeleton crews. If they start cutting jobs, it means they're closing stores. The optics of closing stores is much worse than canceling a 401k match. Especially, whey SW is considered the leader in the US market.
Wanted to land a SW development job at Google. I am willing to get a 50% raise and keep a low morale that my current job keeps me.
Maybe it's one share of BRK.A or LISP SW
Because it invests mainly in actual robotics companies, that haven't increased significantly in value as of recently, not actual AI companies. Its main positions are the following: > NVIDIA (NVDA) — 11,88% > > ABB Ltd (ABBN SW) — 9,04% > > FANUC (6954 JP) — 7,67% > > Keyence (6861 JP) — 7,05% > > Intuitive Surgical (ISRG) — 6,68% > > Daifuku (6383 JP) — 4,77% > > Dynatrace (DT) — 3,82% > > Pegasystems (PEGA) — 3,57% > > SMC (6273 JP) — 3,51% > > Cognex (CGNX) — 2,91%
Queue the https://youtu.be/GGU1P6lBW6Q?si=5lpBxc8TVk6SW4mV
holy fuck, this "news story" is beyond dumb. this has been happening for decades. no they didnt suddently started to scam you, what you pay for is what you get. if you want more HP you have to pay up and there's also the possibility for a one time fee. Tesla has been doing it for 3x the price. for ICE vehicles you have more or less the same engine at x different price points with x different power outputs (you might have some components sized up e.g. fuel pump, turbo) but most of the time the difference is just in the SW and the QC. fuck subscription fees and fuck VW (they should've been put to sleep after diesel gate)
Yes, other products have a secondary market which is a consideration depending on you liquidity needs. The specific SPDA's I'm looking at are not callable, and they are more than more than 50 bps higher than (median) agency yield; can't be sure but I think the risk premium for these over agency bonds would not be that much. Also, I've gotten very risk averse - counterintuitive you say? Agency securities traditionally are more secure than everything other than treasuries. But with Trump threatening to mess with agency payouts, and with fannie mae freddie mac likely going private again, and going private in the midst of the housing bubble, I don't know what's going to happen with mortgage backed securities. Insurance on the other hand is mostly a sure thing (for the insurance companies) unless they are property and casualty in FL, CA, SW, east coast.
You are talking bollocks are are a year behind, it’s well know M350 is on par from a HW point of view and MI400 is on par with the combination of BW and SW
It's like trying to create an alternative to the iOS and Android ecosystem. Yes it's technically possible and not all that difficult to create one a new OS or new SW system. People write new software all the time. Driving mass adoption is a whole other can of worms.
Yes, and they won’t stop buying iPhones for it. AI isn’t a secret technology. Everything about it has been baked into Apple’s HW and SW for over a decade now. The only difference is the model. LLMs are the newest type of AI to become big, and it’s not clear to me Apple will fall behind, and never catch up. There aren’t any examples I can think of where a competitor tried to beat Apple on price and succeeding. Nexus phones tried to bring premium quality to midpriced phones, but never took off. A decade later they’re still trying with Pixel phones. In an almost perfect analogy, Microsoft tried the exact same cloud based voice assistant model, Cortana vs Siri, only to fold because they couldn’t monetize Cortana. Similarly Amazon tried selling budget devices to entrench Alexa, only to realize they were burning billions at no profit. Their current attempt to recover some of those dollars is to create a subscription plan for AI Alexa. So when I say it isn’t profitable it is because in recent history something very similar to AI also wasn’t profitable and failed to unseat Apple. XBox is a terrible example by the way. Court documents revealed that they couldn’t compete with Nintendo. Nearly identical revenue and half the profits [https://x.com/haveyouseen01/status/1704669208921927927?ref\_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1704669208921927927%7Ctwgr%5Edb2de74c0477e35306ca3e045a966c55b6ab39c5%7Ctwcon%5Es1\_&ref\_url=https%3A%2F%2Fgameranx.com%2Fupdates%2Fid%2F476524%2Farticle%2Fxboxs-data-suggests-they-might-have-a-better-profit-margin-than-playstation%2F](https://x.com/haveyouseen01/status/1704669208921927927?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1704669208921927927%7Ctwgr%5Edb2de74c0477e35306ca3e045a966c55b6ab39c5%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fgameranx.com%2Fupdates%2Fid%2F476524%2Farticle%2Fxboxs-data-suggests-they-might-have-a-better-profit-margin-than-playstation%2F) Meaning Nintendo sells consoles at a profit and makes twice as many billions as Microsoft. I don’t disagree AI will get better. I just disagree that Apple will end up behind, here.
It’s funny you’re getting downvoted, because you’re both totally right and hilariously wrong. For starters your thesis of “just short it” is dumb, because neither open AI not anthropic, the dominant players, are publicly traded (or xAI for that matter) so that’s a stupid statement in and of itself. AI is absolutely going to be a critical tool of the future, you’re right about that, but just like the computer I doubt the nascent players will be the winners - they’re the pioneers, the IBMs of the world. The winners will be the people that are able to monetize it and likely fall into 2 categories - those that will implement it into existing tools / workflows effectively (CAD, OSs, collaborative tools, data analysis systems, medical imaging SW, etc etc for each industry) and those companies that do the same but disrupt existing players.
Well that is incorrect... For commercial reasons, banks don't mind lending you cheap money if your funds are locked with them, and they manage your account, it's part of a package they do that for SW, family office, HNW, hedge funds, pension funds, AM... On the overall they don't consider it a lost because their fees offset in some other place but the loan can be cheaper then what they would get on " risk free" assets ( such as overnight fed...)
I’m gonna go with SW, Smurfit westrock. Boring reliable industrial company in the paper and packaging industry, consistent boring business with robust cash-flow
NVidia is HW......AI referred is the SW.....HW is where the value is.....the merging of AI HW with Quantum Processors, is the financial MOAB
The worst you can do is to FORCE your SW developers. Most companies use frameworks based on the internal demand of the SW developers. Also even META has to do a cost check before forcing anyone. Because with AMD vs. Nvidia, it's not only buying AMD instead of Nvidia but the staff has to also understand how stuff works with AMD and to port work from Nvidia to AMD. And then you have to hope that it runs stable and fast. Price of the HW is actually just one factor of the total cost in all of that. Also transitioning means no productivity in that timeframe. Since we're in an arms race in AI there is also risk in that.
2019 was a crazy time for Disney because of streaming (look at Netflix eg. and other streaming players globally). People were piling onto it due to the cable cutting and the impressive economics of streaming once you hit profitability. Recurring, high margin revenues - who’s not to like. They were growing at crazy rates, but of course when it stopped and the market became rational again, multiples crashed. Disney was still doing well those years, but less had to do with their pipeline and more of general hype/streaming play. Regardless, would have been a lot more bullish on Disney if they executed the Sequel trilogy for SW well - left a ton of money on the table for that, and their recent run of live action Disney princesses is just setting money and their beloved IPs on fire.
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What's the fuckin difference on SW Air or any 737 plane?
I don't expect AMD to 'overtake' nVidia exactly; AMD are bridging the SW "moat" faster than nVidia can learn chiplets, but the things that make AMD a better choice for customers (like the openness of the SW stack, UE, and UAlink — Ethernet always wins!) also mean that AMD can't extract quite as much of the value as nVidia did in recent years by exploiting vendor lock-in. Lower margins, higher volumes — classic Christensen disruption. More to the point, AMD executing to roadmap from here is a lot more likely to lead to a $1T market cap a lot sooner than NVDA could do the equivalent growth ($15T, c'mon, seriously?), so why would anyone invest in NVDA at current prices? Disclosure: I work for AMD (I'm definitely not speaking for them!) and hold about a thousand shares long.
I just got an email from SW Air they said flights cancelled due to internet outage
Delta hedged options hedge the volatility of options not The delta of the options. Synthetic options are a “Replicating Portfolio,” that has the exact return as a written option. Delta, in Black Scholes, and binary options pricing models, is actually just the number of shares that must be bought to hedge an option. Lo goes over this in his options lectures beginning here: https://youtu.be/IwA7nVEwqto?si=SW2NCMSTUj2XmIA8 The concept of a replicating portfolio is important because it provides a price for a difficult to price product. As an example, SPX can be replicated exactly, by buying a share of each of the S&P 500 constituent companies. Consequently, if I charged you more than the price of a share of each of the constituent companies, you would be better off rejecting my price and buying the replicating portfolio. The same thing happens with options. The return of an option is replicated with an amount of capital, lent at rho, to purchase or short delta shares. Market makers absolutely use delta hedging on a portfolio basis, they also hedge using options themselves and numerous other methods. They also wear risk when it suits them. Whether VRP deserves a premium or not, doesn’t matter because the premium is there. VRP again is simply a comparison of the extrinsic value of an option priced at time T and the actual value of the option, minus the strike at expiration. This is why straddles accurately capture VRP. Both ATM options (theoretically) are 100% extrinsic value. Their Expected Value is the Mean Absolute Deviation of volatility. In other words, the straddle is the average expected change in price or volatility. And VRP can be measured by how profitable a straddle is. Delta hedging is not in the VRP equation.
Everybody in SW I know uses copilot
Tesla simply does not have the tech anywhere close to competing with: Waymo, Zoox, Aurura, Apollo Go, Pony.ai, AutoX, WeRide, DiDi, SW Mobility, etc. They are in last place of like 30 companies competing in this space.
It was a general statement on SW, one can easily build, maintain, and patch SW, whereas HW is another beast which is hard to tame.
Here you have it: https://www.reddit.com/r/NVDA_Stock/s/SW9Ri1hoqE
> Developing SW takes weeks or months lol, sure, maybe a run of the mill web app, but developing a UI that translates to low level instructions that manipulate said silicon with optimal efficiency also takes years of mastery -- the people writing CUDA-like systems are high level engineers, and these systems are not developed in weeks or months :)
Im just stating pure facts - design Silicon takes years of mastery of Math, Physics, Chemistry and Materials. Developing SW takes weeks or months. Adoption is a different question.
This is a great question. Investing directly in a single, non-major commodity like passionfruit is nearly impossible for a retail investor. Unlike coffee or orange juice, there's no passionfruit futures contract you can trade. Therefore, you have to invest in the 'passionfruit ecosystem' by looking at the supply chain. This is a classic 'picks and shovels' play: 1. **Upstream (The Growers):** This is the hardest part. Most passionfruit is grown on smaller farms or by massive, diversified agribusinesses where passionfruit is a rounding error on their balance sheet (e.g., `ADM`,`BG`). A pure-play public grower is unlikely. 2. **Midstream (The Processors/Enablers):** This is your best bet for a semi-concentrated investment. Who turns the fruit into juice, pulp, and flavouring? Look at the major flavour and fragrance houses. Companies like **International Flavors & Fragrances (**`IFF`**)** and Swiss company **Givaudan (**`GIVN.SW`**)** are key players that create the ingredients for big food companies. 3. **Downstream (The Retailers):** This is the most accessible but most diluted option. You could invest in companies that sell passionfruit-flavoured products, like major beverage companies (`KO`, `PEP`) or yogurt makers (`GIS`, Danone). You're betting on a consumer trend, but your exposure to the actual fruit's price is minimal. **Conclusion:** Your most realistic option is investing in the 'midstream' flavour companies like`IFF`. They are the closest thing to a pure-play on the demand for specific, exotic flavours.
I mean SW is more easily replaceable when compared to HW
I’m heavily into $clov, been invested for 4 years and their fundamentals are great, they announced they are in several discussions for partnerships with their proven SW and the back end work the internet investigators have uncovered have lead me to nearly yolo into it. GL to all!!! Check it the clover sub for some DD.
You may not be a super FAANG 10x SW engineer but you are wsb's enjeeenir and thats a bigger achievement.
"They are years ahead of AMD and Intel" Can you give me some expert quotes on this? Because from what I read they are at best months ahead. HW design wise AMD is already better in some aspects, their accelerator cards outperform even B200, only edge nvidia has is its CUDA framework being an industry standard now. And with accelerated SW development due to AI itself, I don't see it taking "years" to catch up. Also companies like xAI already use AMD GPUs for AI (not at same scale as nvidia, but they try them out). Other companies like Mistral use Cerebras, and Google doesn't even need nvidia and their AI models are top.
I read somewhere that each SW engineer on average at Meta represents $15 mil in revenue So while they make an exceedingly high amount in this country, a case can be made that a good chunk of tech bros may be underpaid
2 to 6 are hyperscalers. As they scale up NVDA MC will continue to dominate. Mind you these hyperscalers are developing their own SoCs but still need NVDA accelerators and network solutions. Single AI HW/SW solution is a thing of the past, multi vendor package solution is the current playing field and will continue on moving forward. AVGO ARM MRVL SNOW
Not stock advise but just some info. SLI and Equinor are in joint venture to build plant in SW Arkansas to process lithium. XOM is also involved and leasing mineral rights. Land has been cleared but no construction at this time. Google Lafayette county lithium or southwest Arkansas lithium.
If SPY hits 630 this week I will be buying the Wendy's in SW Lake Oswego. I will only hire people who have lost $10k or more trading options TYFYATTM
dude, they've been trying, and losing market share, since AMD bought ATI in 2006. You say it like it's easy. I come from this industry and you have no idea how hard it is. People don't understand GPUs are Jensen's turf, not Lisa's. She's too conservative and never hires the right GM or VP ENG for GPU. She never invested in SW and now she's playing catchup. 20% Ain't going to happen. Or it would have already, shit just gets harder from here, not easier.
$2.63 in SW Missouri, of course it's a MAGA shithole.
BURU 15 hours ago Valentino Ricci IT & SW Director at TEKNE SpA The synergy of Nuburu's lasers and Tekne's electronic solutions and vehicles has the potential to yield innovative defense systems, such as high-energy laser countermeasures and advanced communication systems integrated into specialized vehicles. Let the challenge begin! https://www.linkedin.com/posts/nuburu_nuburu-expansion-tekne-activity-7335677238333403138-p8X5
Tekne showing support and leaving some easter eggs for the acquisition by BURU... 4 days ago Valentino Ricci IT & SW Director at TEKNE SpA "great technology for great customers" NUBURU® Inc.. https://www.linkedin.com/posts/valentino-ricci-535234a_great-technology-for-great-customers-activity-7339411097508007936-HeOZ 1 day ago Battista DI PARDO PROJECT MANAGEMENT presso TEKNE srl "Future new opportunity!" https://www.linkedin.com/posts/battista-di-pardo-19113564_future-new-opportunity-activity-7340652393962901504-h_kJ
Whatever they bought. Say your org uses SW product A made by company B. It would take a year and a few million dollars or more to switch to something else. Oracle buys company B. Now you are stuck with Oracle or shell out millions in licensing, in house labor, or contractor costs.
They are fast closing the gap on SW
I've always been an Android guy, but when I started my new job 9 months ago I could choose what phone and computer I wanted. I thought it was a great time to try something new so I went with an Iphone 15 pro and the macbook air 13 m3. The hardware quality is really top notch with the air, and I love the battery and how quick it turns on when i lift the lid. Same with the iphone, great battery, awasome camera and great hardware quality. But there are simply to many annoying features in the OS/SW that makes it much more inconvenient to use compared with Windows and Android. Simple things really, but they have made me regret the transition. It is most apparent in IOS, especially how notification works, the keybord and how you go back. These seemingly simple features just makes navigating IOS feel so unintuitive it's maddening. Mentioning this to Apple fan boys and girls always goes the same way, they do not listen because Apple is the only thing that exists for them. I'm ranting but what I'm trying to say is that I feel apple will eventually loose ground, they have stopped innovating all together, and it will catch up.
If you’re only hearing bad things about Andor, you might wanna switch up who you’re hearing SW opinions from lol
SW. For no real reason other than when I first started investing I would in individual stocks until I learned about ETFs. Now I’m just holding for growth.
Automotive HW has always been a low margin business. As an automotive industry insider, I don't see lidar changing these business fundamentals. Radar used to be expensive and high tech. Now its an everyday commodity on cars. The winners will be the SW suppliers and anyone with a walled SW garden around their HW like NVIDIA, Qualcomm, etc.
Yeah ,wake up call, the only country in the world where you can easily exploit people is the U.S.A.. So maybe stop offshoring and stop destroying this market where you can charge people for health care, education and pretty much everything else and start investing in it. To the global elite, you may be thinking that offshoring SW to India , producing in China and selling to dumb Americans is a great plan , but it is not sustainable. And when shit hits the fan, the Chinese and the Indian governments will eat you alive. Dumb asses.
Holy shit that is an obscure as SW reference 😂
I'm starting to feel Sorry for Mango. They are taking away his toys. What's he to do? Fight back? Crawl into a cave-hole in SW Utah and die? Time will tell.
TSLA : SW + Vehicles BYD : Battery + Vehicles China can't get AI or Autonomy moment. We can easily see that from DeepSeek. After DeepSeek, where is it now? No one use it and everyone knows it was just a cheap clone of GPT. If BYD get cheaper, I can consider it price-wise. BYD can do same role like Vivo, Oppo in EV field.
Tim of Tim Apple should bring manufacturing to America and move design and SW to Africa. Appease the mango man
It always depends on what is suppressing the net income. Front loaded development at a fast growing SW company? No problem at all. High long term debt servicing at a capital intensive company? Uh oh.
Eh, it's a very oddball edge case that is likely just rounding something dumb in the interface. Pretty common in the SW world Leap year thing is much more stupid
So Nvidia competitors will nail it down in few years with all the HW and SW complexities involved but no one is threatining SK Hynix even though itvhas actual reall competitors? Reddit logic is so weird.
They have caught up a lot on SW and not being a closed silo like CUDA will mean they will evenly be better on SW
I'm working in the automotive industry and let me tell you something: All OEMs are pulling the brakes on self-driving cars. Nobody really cares anymore. There are big supplier companies that are almost completely closing their self-driving divisions. Not because of competition, but because of lack of contracts. And it's no only Innoviz who can supply both HW and SW, I work at a big company where this was being developed for a long time.
Same for me in the SW. I’m not saying the numbers are cooked, but groceries most definitely feel more expensive.
iphones and macbooks are the longest supported devices (usually 7-9 years of SW updates) in the world, what are you talking about? Positive experience is their bread and butter, apple silicon are SOTA mobile chips, no competition caught up to this yet. why everyone keeps buying their stuff if what youre saying was true?
You can’t go wrong if you can get it around $190-$200 range. It’s a diversified infrastructure business of Semis, HW and SW. Besides the original Mag7 it was the first to join the $trillion club and even one replaced Tesla in the Mag7
"Going to be". It's only been 4 years now with quite literally over a trillion dollars invested so far. Likely much more. The reality is that the tools were as useful 3 years ago as they are today. The further investment is malinvestment. We have a local AI at my work that the SW guys use and it requires no subscription. How are they going to get trillions of dollars of profit? If they raise their prices to $50 a month and get up 25 million people at that price, it would take 66 years to recover the initial investment. You can change the numbers however you like but it gives a rough order of magnitude of how much money needs to be made back. I've sat through multiple sales calls with some AI company claiming it can speed up our work and it's the same thing everytime. "Can it do this? No. How about this? Maybe in the future. How about this obvious part of the job? We're working on it." It's like someone telling you to throw away all your cups for you to buy their special cup for 10x the cost and it can only hold oat milk and might randomly leak horribly for no reason.
There is a chance, depending on where you are (e.g. https://www.smithandwollensky.co.uk/wp-content/uploads/2025/04/SW\_London\_Dinner\_Apr.pdf) It's not widely known as a mark of quality though, there is plenty of British / Irish beef, and the importers would have to show evidence that the animals were not given (banned) growth hormones.
Yeah, well they actually made a legit Star Wars series for adults with good production value. Rogue One is the best SW movie since ROTJ and Andor is probably the best thing they’ve made to tie everything in together.
Anecdotally in my area of N. Texas, SW of Ft. Worth I’m seeing more empty advertising billboards. Would be for mainly small local, medium size businesses.