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Not really because we (sw devs) are so expensive, but because SW is a really good problem for current gen AI. Many AI problems are hard to grade (and thus harder to train). Often needs a human in the loop to give an opinion... SW has a compiler/interpreter, tests, and measurable performance results. These can all be tuned/trained at the speed of compute with no human in the loop.
Somehow Iranian nuclear capabilities returned. Seems like Trump hired SW writers :)
Ok, I’m not a dooms day’r, but earth quakes in Iran, poler vortices, Hawaiian atmospheric river, and heat dome in the SW tell me the end is near. Thus, calls it is.
His SW Asia predictions are going to pan out like his rona de denialism
I saw a huge Sunday mass at my local church which is usually empty most of the time. I live in SW USA
I've actually never played a Pokemon game in my life but even I'm reading these Pokopia reviews and thinking well, I already own the SW2, maybe it's time lol
You think the outcome here will be the US leaving SW Asia and giving it an security assurances 😂😂😂😂😂 My god Reddit is so dumb
Well, for example, the US leaving SW Asia entirely would be verifiable and a pretty solid guarantee
Boots on the ground would be a slaughter. Iran's military has more people than ours and they have entrenched positions in the mountains overlooking the gulf and strait. Their drones can fly from Iran to Israel... certainly far enough to reach a few km into the strait with little warning. The only way this ends is if the US doesn't enter the gulf and offers Iran some kind of security assurances (perhaps by leaving SW Asia entirely).
But who is buying "anyone's" software. Why would any Enterprise risk using a random's SW in their operations that are business critical?
That would be more probable irl than Palpatine in SW
Yea, and it seems there's no real alternative to nvidia at the moment for "AI HW". I'm am not an AI expert but am in SW and know some people working in the area, and there's no real alternatives yet.
If AI (LLMs/Gen AI/Agentic AI) is as powerful as wall street/tech CEO's are claiming, then its the end of ALL software including the very LLMs they are investing in. It can all be replicated/generated. So basically "big-tech" has invented a technology they cannot have a monopoly on but will wipe out their monopolies in software. Hardware/Cloud might be the bottleneck but if China floods the market with cheap semiconductor chips like H200's, that the end of the MAG 7. In theory an LLM could create an open source version of windows 11 given enough compute. It seem a bit far fetched but it would be hilarious if tech destroyed itself trying to automate the SW engineers jobs but ultimately automated the entire industry out of existence.
Try talking to software engineers, all companies are paying for Claude code and most have become 2x more productive. The problem with NVIDIA stock is that people outside tech don’t realize how much people’s jobs have changed in SW
Hey, we had an OpenVMS/Itanium core at my former employer (COBOL, FORTRAN, C/C++, DCL, etc.). Luckily, both the SW and the HW were discontinued by their respective vendors (high-grade support was required by the financial sector regulators we had to respect), so the company actually had to fork out millions of EUR and years of development to migrate it to Linux/Java/bash.
You don't sound like someone with such a degree and with practical experience working on complex production systems. As a SW dev, you learn like 80%+ on the job.
Let’s see what happens to them in 7 yrs.. I think AI kills their office suite and other SW
Cisco is a pretty strong bet all round but HW companies don’t go ballistic like SW does.
Google has a massive advantage in the AI race though. They have the complete end to end solution, they build their own HW, their own infra, their own SW and of course their own AI. And gdrive is the best delivery medium for b2b AI I believe. So much stuff to automate there...
The thing is, all software/service companies will be taking a hit. There are a lot of software devs and even more managers high on Dunning-Kruger who will try to code their own systems. Some will also succeed, but lots of them will fail and then everything SW related will come back with a vengeance.
Claude-led selloff is stupid. Great bargains in cyber/SW if you have the cash.
A lot of and I mean a lot of folks have the $$ to just keep it. 5.3 codex is very legit. And enterprise customers are finally getting locked in after finding out copilot sucks and Claude is overkill. Your personal anecdote isn’t the norm. Most seasoned SW Devs gladly pay for the high token plans. Heck I pay for the $249 max Claude plan for 4.6 Opus access with higher usage limits. For personal use.
IMO. Solidedge and or Inventor for the type of stuff I do day to day except for FEA. Siemens NX for surfacing. Catia for large assemblies which suck so much for me in SW. 18000 components and it’s just so bad. I know catia is still dassault but it’s even more expensive. Then go FEA you have solidworks simulation that I don’t like. It’s very user friendly and holds your hand but I don’t like it and it’s quite often bad or inefficient. I’d rather go for Ansys or abaqus for FEA. then for CFD personally it has to be ANSYS fluent or star ccm or COSMOL
Walk around old SJ, then take a car and stay on the SW corner of the island.
They absolutely are not. For example the SW in these cars does not meet ISO 26262 standards for safety. I also doubt they will meet upcoming CRA and ISO 21434 standards. The biggest issue with them is the likelihood they communicate back to China. Can probably be disabled from China in the event a war gets started over Taiwan.
Another reminder today on how retarded this market is with its narratives. $SCHW immediately took a 10% haircut after some tiny AI company Altruist released some AI tax SW. So AI capex has no ROI, yet AI is going to destroy software. Fucking moronic podbois.
Early in my career, I made something of a reputation representing strippers (lawyer). They have legal problems and money, so I don't judge. I still do some work for a few of my old clients, mostly tax returns and transactional work. Some are still involved in SW, but most aren't. I was talking about this phenomenon with one of them a couple years ago when OF was getting big and the club that she worked at had closed. Her theory was that OF (and cam sites generally) delivers *exactly* what you want, for the price you want, and isn't limited by geography. If you wanted to see a naked woman at 2:00 PM on a Tuesday, you were stuck with the day shifters. The women working were your options. Now, you can find the girl with the exact proportions, hair color, and skin color that you want, and then you can find the one that does *that thing* you like, too. Even better if she's in Eastern Europe where the COL is low and she thinks she's fleecing you for $20 for a 10 minute video while that wouldn't buy you a 3 minute lap dance in much of the US. Obviously the opportunity for "extras" isn't there, but neither is the harassment from the police or church groups.
Nice, great DD. Risk management is key here. Looking at the weekly chart we do see a lot of damage. A big capitulation already in SW/btc does make me think that we don’t have too much down side. I feel like this is just going to be a choppy year. Might be easier to focus on long rate sensitive plays.
Employment increased because SW industry has grown 100X in the last thirty years. There is no 100x growth left to be had.
I work at a big SW company working on a smaller product as a dev. UX people use Figma to create overcomplicated layouts. Good to look at. I need the third of it.
I am also not convinced about India's bright future. But how do you think will such tariff be enforced? When google has tens of thousands of SW developers in India, how do you put a tariff on that?
I agree! Great CEO, 1.1 Billion in free cash flow and no debt. They are moving agentic AI into their enterprise SW Solutions already. It’s gonna be hard to time the bottom so just DCA in periodically.
Don’t fly southwest. Stuck at gate not moving for 30+ minutes. And while in the air after departure they switched my connecting ticket to stand by. Fuck you SW. Puts in Luv.
Same, not even the cheapest airline and most likely a layover if youre not going from hub to hub. It is weird though, as a uber driver, tons of SW drop offs
Cars (US has some of the biggest car companies), SW (global leader), semiconductors (global leader), industrial equipment (top 2 in the world), construction equipment (top 3 in the world), parts suppliers for automotive (top 5 in the world) pharmacy, iPhones and all related products, …. I am not even American, just aware of US brands out of working in different industries.
Tesla owns the HW and SW stacks along with nearly the whole supply chain for manufacturing and for consumption (=energy). Pretty sure they'll do just fine.
If you look into the industry, you will realise that there are plenty of very strong competitors with very comparable solutions but a much broader market footprint out there. SYM is a stock that solely lives of the promise of exponential growth but without a plan to ever turn profitable. Sprinkle some vague “AI” over it (this is not a USP in the industry either) and here you go. They have exactly one customer that is also a large shareholder and any competitor of this customer will be very (!) wary of trusting their core business operation (which is supply chain) with symbotic. They have show that the pipeline they have (wouldn’t fully trust in that either btw) is not profitable and even if it ever becomes profitable, it will be in line with the industry which is somewhere between 5% and 10% EBIT. They are not unique as in “we can do it without the steel” and are less of a pure SW Player than others. Anyway, i have been watching them for a while now and know my way around the industry. i am wondering when they will crash. I don’t understand this one, maybe its me 🤷🏻♂️
You literally have no idea what you’re talking about. Not a fucking clue. Let me give you a lesson in AV deployment. Currently, AV companies like Waymo, Zoox, and Tesla Robotaxi are limited not by cars, but by safety of the software. The safety of the software is what takes a long fucking time to improve, validate, and so on. What do I mean? To keep it simple, because complex ideas seem to go over your head. You develop your software and you determine your rate of a major injury accident is 1/200M miles. Okay great, that’s better than humans!! Let’s go deploy 10k robotaxis driving 18 hours/day, or ~4.5M miles/day. Your next software improvement lands in 12 weeks because it takes a long time to develop and validate changes. As a company, we want to avoid a major injury causing accident, because our company doesn’t want to go the way of Cruise. Well we do the math and find if our 10k cars drive 4.5M a day, we’ll have 1.89 major injury causing accidents before our next SW release and our company goes down the toilet. Well shit💩💩💩 Okay so we want to make sure we have a very low chance of this happening, say 5%. This means our fleet can only drive 10M miles before we get the next SW. This is what gives us the limit to scale. So we have 84 days to drive 10M miles. This means each day we can only drive 119,047 miles. Our robotaxis average 25mph, so each one drives ~450/miles/day. 119k/450 = **264** robotaxis that we can safely deploy each day. So in other words, as a company we fucked up by building ~40x the number of cars than we can deploy. It’s precisely this, that limits Tesla, despite any bullshit Elon says. This isn’t something that magically gets fixed overnight. Each order of magnitude in safety takes a really, really fucking long time. Obviously these companies are doing far more advanced analysis with different types of collision rates etc. The key tell that Tesla is nowhere near even matching Waymo is the fact that 1) Austin Robotaxi network has never had more than 9 active vehicles at a time, ever. These are supervised cars, not even unsupervised. 2) In states with real regulations, like CA, Tesla still has not applied for even the permits that start them on their way to a production service. They are literally years away from being able to charge for rides at any reasonable scale. Waymo’s fleet seems small and hard to grow, but they have 15+ years of learning the game and knowing when cars are needed based on SW development.
CRM is expecting a CAGR of around 15% with a forward PE now of 15-20. I think that's a pretty good value, esp in the tech space. I think what people are missing is that these....GIANT ingrained SW companies with LOTS OF RESOURCES and CAPITAL can like...also implement AI solutions lol. Once AI solutions start becoming more of a" commodity", CRM will already have the ecosystem/customer base to just implement these solutions vs another AI company starting from scratch. thats my opinion anyways.
No position in the company, but going to look more into, PRGS is having a great day after earnings. \* FY25 strongest year: $978M revenue (+30%), $5.72 EPS (+16%). Exceeded original guidance. \* Q4: $253M revenue (+18%), $1.51 EPS (above guidance). \* ARR: $852M (+2%), 100% net retention. \* ShareFile integration successful, Nuclea added value. \* AI focus: new capabilities, customer wins. \* FY26 Guidance: $1B revenue (high-end), \~$320M unlevered FCF (midpoint). Expect \~2% ARR growth. \* M&A: Active, disciplined approach. Infrastructure SW vendors with strong customer base sought. Selectivity emphasized. \* Balance Sheet strong, debt being paid down. \* Expense control & AI adoption improving productivity. Low attrition. \* Operating margin guided flat for FY26 due to investments. This is why I think some SaaS is still worth looking into and holding on and really going to have to wait until earnings before the market changes it mind.
West Coast is massive - phenomenally beautiful. You would need to hire a car or van to drive but anywhere in the SW corner below Perth is top notch. Heaps of great nature to see: * Karijini national park * Exmouth / Ningaloo Reef / swim with whale sharks * Karlbarri national park * Rottnest island near Perth * Margaret River wine region * Albany / Esperance southern coast Cape Le Grand national park (Hellfire bay, Warton Beach, Twilight Beach, Greens Pool/Elephant Rocks, Point Picquet) Then there's the entire rest of the country. Pretty much we're the size of you guys with a big uninhabited desert in the middle. https://preview.redd.it/wgkrj0fzkmeg1.png?width=330&format=png&auto=webp&s=b8c83f5bf03abe01eaa29082f36e9190b09c05b7
Elon Musk the man who develops SW and HW which can be used to create child porno pictures on X. The man who allows Russia to use use Starlink to guide drones and missiles to kill innocent men, women, children and babies in Ukraine. The man who could help solve World hunger but instead wants to set up bases on Mars to mine and destroy it. The man who wants a Trillion dollar payday. The man who says the rest of us should not save for our future in old age.
It can’t correctly count the occurrences of letters in basic words. But sure, it’s so fucking great. I’m a SW Architect/Engineer and have messed about quite a bit with all of the latest models…it still sucks.
Mad supreme leader, currency down the shitter, murderous pseudo police forces and drought in the SW quadrant? Sounds fucked up to me 🇺🇸🦅
They literally have the most capable chips in personal electronics, they just don’t cram extra RAM onto the device because iOS is better about managing it than Android (which they can do since they control both SW & HW).
I work for a FAANG in Silicon Valley, good luck building another Googlr, Amazon. Businesses are not built on patriotism. Its no longer 1800s buddy. Everything is getting more and more costlier, be is starting a new business or scaling up. You need multiple billionaires to back these kind of companies (not to mention decades of successfull execution). Yea Open source is good, Linux is there from 70s how has if stopped Apple or MS from growing ? Just because few folks wh work in tech and know cosing doesnt make the world run. Building another Apple, Google, Microsoft, nVidia requires another level of investment. Its never abt skill, Its always about who will fund the skill. To give u best example. Even Germany auto companies like BMW, Audi, Mercedes have such shitty software. Super good mechanical parts bit 100x shitty software and then look at Tesla. The reason is clear, Tesla works as a tech company, they hire developers, architects, UX designers, analysts. European car companies focus more on mechanical and hardly any sw. Even the payscale for SW engineers is pennies in EU comapred to Tesla folks earninf $300K USD here. I was so frustrated with my Audi A6, sold it, went for Rivian finally. EU never invested in tech, superbly lagging behind, they cant pay money to SW engineers because no one funds those companies. Its a cyclic loop. Skill is not even a question. Its all money game.
Yes, but it's great for prototyping and testing. I'm not a SW, but I do write and optimize algos in my free time, and shit is super time-saving for redundant tasks.
Interesting, how junior SW are now gonna find the jobs (esp. Indians), with tools like Claude Code ?
What got me bullish was how they are expanding hubs. Building up a record in Texas and expanding to AZ next. I see regulatory being the biggest hurdle, but I can see them spreading in the SW, eventually having routes stretching from FL to CA.
IREN Once they finish building the SW site and close more deals, the stock will moon
I knew Canadians were primitive but even so... Santa is not the main character, he is an elderly bloke from SW Turkey with a fondness for giving presents to smol children. TOTALLY NORMAL do you hear me?
“They slow code developers down.” Not true. I’ve seen amazing productivity gains in the past couple of years using AI. I’ve been a SW engineer for twenty years
You’re assuming that those purchasing are only hyper scalers. But Meta, for example, isn’t a hyper scaler and builds its own data centers. They don’t have “AWS, GCP, Hetzner”. Also Google realizing most large companies build out their own data centers, is now looking to sell their TPUs outside of GCP infra. What that means is that there are a few things these organizations have to do, first they have to rebuild every rack to now be able to accommodate ARM architecture, mind you most companies hag have their own data centers have primarily deployed x86 because there weren’t many ARM based data center players. They then have to retrain their employees used to working on x86 SW to ARM based instruction sets, which isn’t easy. There’s to x86 to ARM architecture retrofit. It’s a wholesale move. Short term very costly. You’d be surprised how many organizations don’t really use hyper scalers. Intel, for example, where I used to work had 360,000 servers within numerous data centers they owned. They never had any reason to use cloud infrastructure.
SW card is better if you have a use for the companion pass and prefer flying cheaply over flying comfortably. If you like international, AA has more valuable points than Delta but Citi is probably the worst major bank out there so heads up.
As a person who sells to these companies here is the problem. OpenAI or Perplexity or Oracle spends $500B on Nvidia GPUs. Two years later those GPUs are obsolete and there is a new one that is 3x faster. What do you do? Your $500B investment now needs to be replaced to keep up with the newer AI companies. Do you invest another $500B? Where does that next $500B come from if your company is losing money? What happens in another 3 years when that next investment is an older generation? The most dangerous thing to Nvidia isn’t another company coming up with a faster GPU, it is DeepSeek getting similar or better performance through software improvement using standard hardware. I guarantee that EVERY company is trying to figure out a way to do this in SW instead of HW to get out of this capital investment arms race because there won’t be any winners at the end of that game.
And it's so wild because I've never used Oracle databases as an SW engineer. Sure I use Postgres a lot, and Microsoft DB (wait I forgot its name already), SQLite, and I know the non-SQL stuff is popular these days. Surely Oracle has a lot of other bloop too, but what? Java? Is it even that used anymore? I suppose they have some corporate crap and services that I'm too poor to use.
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.