WFH

TankComfortable8085

1) hmanoid robot drone is an industrial use case 2) Virtual parties? Whats the point when you cannot share food, smell food, nor actually touch my loved ones?? I might as well be playing minecraft with my family. I fail to see the use case for casual use.  And i also fail to see the use case for work parties, and formal functions. People already hate their colleagues, making them get motion sickness while at a virtual work party is terrible. And no food. The free food was the only reason to go to an office event. 3) students hate studying. Once again, making kids get motion sickness while studying sounds terrible. Students already struggle to pay attention in class, why do you beliebe they will pay attention when left unsupervised at home?  4) This sounds practical, but its an industrial use case. Summary: VR (not AR) is niche. Im recent times, people have been talking about how WFH has led to the disappearance of “third places” for people to meet(hook up) physically. Depression rises. Humans are social, physical animals. VR is simply not something humans will use in casual settings, unless for work

gnocchicotti

Tennessee was cheap. Like TX it's a no income tax WFH haven, Austin just had a few years earlier start but they're going down the same path.

Sad-Flow3941

For one thing, Teslas aren’t that expensive as far as EVs go. For people that drive a lot daily(like taxi drivers) you actually save up enough cash in the long run that it’s worth going into debt to get one. More so in countries like mine(Portugal) where fuel is ridiculously expensive considering the median wage. For another thing, I wasn’t necessarily arguing for or against people buying Teslas. My point is more that, around where I’m from, not a single soul would even consider politics in the equation. You buy a car from X brand if it suits your lifestyle and needs, and you buy something else if it doesn’t (for example, as. WFH worker, I wouldn’t think a tesla would be my pick).

Geno0wl

Yeah I lived on 110v for two months before getting my level 2 charger. It was annoying to have to plug in every single night to keep the battery at a decent level so it could still be used on the weekend. Somebody saying only charging at a 110v either hasn't done that for an extended period or their daily commute is sub five minutes(or like WFH).

TheIVJackal

She doesn't give a timeline, and yes not only us, but even China and probably other smaller countries are expected to essentially hit peak oil this year, or very soon. Millions of EVs being produced globally every year, instead of gas engines, does have a real impact. The whole WFH thing has also made a big difference.

KaydeeKaine

What if I WFH?

be_blessed_bruh

Whos the guy calling WFH a failed experiment?

be_blessed_bruh

Whos the guy calling WFH a failed experiment?

Educational-Stock-41

A significant chunk of the upwardly mobile class was content to live in small urban shoeboxes, until a surge in covid restrictions+WFH boom created a swell of demand for suburban homes with enough space to stretch your legs. Unfortunately there are only so many of these to go around.

btoned

For anyone wondering if you should get puts on NFLX...I guarantee you the ENTIRE WFH segment of the workforce has something playing in the background. 👀

Icankickmyownass

No not really ha. Midwest still has affordable housing. 100k, 1k+ sq ft, 3 bd (yes even in this environment you can find em) Coasts suck for housing. WFH and move to the Midwest. Actually affordable. We got Rivs and Teslas too, Targets, Walmarts and Coach. Lower this isn’t aimed at you, moreso the US bois. You can build a brand new 150k 3bd, like 1200+sq ft in the Midwest doing most the work yourself aside from the concrete. Probs didn’t know that

Forward-Departure-16

This is what I'm concerned about. I run a very small ecomm company,  and I outsource everything that can't be done locally on to freelancers online (not necessarily india). I get that part of that is that I don't have the money/ need to hire someone full time, whereas a large company does.  But, I've found quality of work to be excellent generally. Couple times I've gotten someone sjit, but I've found that locally also.  Alot of people pushing for WFH are gonna regret it. If they convince their employers that they don't need to come to the office, pretty soon those employers are going to look for cheaper WFH options Obviously this didn't apply to everything- like I doubt Google is going to start hiring their lead developers on Upwork, or amzon going to hire a legal team in Pakistan. But it's the lower paid,  repetitive roles that will be in danger As you say it will be very similar to manufacturing years ago.  Which also didn't happen overnight, it took years to happen. I remember seeing a documentary about Marks and Spencer being the last UK retailer trying to hold on proudly to their UK manufacturing,  but eventually they have in and had to go East

dweaver987

I know the feeling. One of the drawbacks of WFH, the days blur together.

Effective-Field-4687

DEI rakes in money. Just do what I did and claim that youre part native american to land a comfy WFH engineering job.

HunterBidensdik

Car insurers can suck my dick. I drive my car like 10 miles a week since pandemic. WFH, bike or walk to grocery store. No accidents, no claims. Yet they jack up rates just bc regulators approved increases?

Akitten

This is an issue with office leases, sunk cost fallacy and local taxes. Amazon got a lot of tax breaks by building in those localities, and would lose them if they allowed mass WFH. The cost of losing a tax break is clear and obvious, and attributable directly to the CEO. The cost of WFO is spread out and harder to quantify. Therefore, shareholders will look more poorly at losing the tax break than forcing RTO. You have to pay for the office anyway until the lease is up, and people only care about the next quarter (again, because thay’s how shareholders are).

Somerebel

Need advice, tips or recommendations for faking or social engineering my way into a 100k+ job or a 75k WFH job. I'm really trying to up my gambling addiction and need bigger paychecks to feed my habit. Have an associates of science will travel.

ZachTsB

WFH software engineer for the win lol.

HunterBidensdik

Those rate increases were such bullshit. Everyone WFH now, no one even drives and they hiked rates

RagingBearBull

Stocks R down because I masturbated today. When I masturbate in the morning the stocks seem to go down. When I dont masturbate in the morning stocks go up. This is because I am WFH today and and masturbating in the office is illegal.

colethedestroyer225

Northrop Grumman is a good firm. It pays well and allows for a great WFH balance. But it is really bureaucratic as are many defense contractors so I wouldn’t want to be middle management there

Faulty-Feeling

Yup, we have been 100% WFH since COVID, you would have to double my salary at least before I would even consider an office job again, the work life benefits are just too great.

IndirectHeat

Not all compensation is monetary. If WFH is valuable to you, that's good compensation.

syzygialchaos

EV sure, but if miles driven is higher WFH is not playing a part in using the same amount of gas to do more driving

No_Image_4986

I feel like EV is part of car efficient WFH, great point tho

Impressive_City3147

In Austin it’s around 10 chargers in a complex. Maybe at the employer if somebody isn’t WFH. None of this equals having a house with a garage.

MajorHubbub

A friend does CRE appraisals, they are writing billion dollar buildings down by 50%, no footfall after COVID, WFH plus crippling refi rates

4score-7

That’s on her for working that late. Some of us may be WFH, but we still own our own time and calendar.

CapeMOGuy

I am afraid the (C19 accelerated) WFH revolution has doomed CRE in large cities. And many companies are stuck with leases or ownership of unused space. And if employees don't come, public transit, businesses (restaurants, stores, pharmacies etc.) nearby suffer. And there is the urban doom loop. Seems to have appeared in SF already. Coming soon to a big city near you. Especially since wireless internet or Starlink cover just about the whole population, even rural WFH could grow. An aside, fed rates are a signal and a benchmark, but do not set business or mortgage loan rates. Those rates have fluctuated in the time the fed funds rate has remained constant. Expectations are key. Well, that and creditworthiness.

BillyBrainlet

I've thought of this, actually. I've been a sim racer for a long time, and wonder if we will ever have "taxi drivers" who are WFH, driving a real car somewhere in the world via a sim rig in their home.

Effective-Field-4687

Just say youre from a native american tribe like I did and land a comfy WFH engineering job 

Iamhappilyconfused

It's a holiday in the UK today so no work for me, plus I WFH

daniel940

The best thing I ever did (besides following a couple of choice Motley Fool recommendations about 10 years ago) was to listen religiously to CNBC and join Twitter to read posts from epidemiologists during the early COVID days. I ended up dumping my retail stocks, oil stocks and my outsized Starbucks position. I rolled it over time into some COVID treatment hype stocks (briefly) and other WFH stocks like Corsair, cyber security, and others, and added to Amazon, Netflix, and bought a little NVDA (if only I had bought more than a half-sized position, arg!). It was the one time I didn't just "do nothing" during a market crisis, and it worked great. In late '21, when things swooned again, I tried to just "stand pat" and I got slaughtered. Sticking your head in the sand is not a good strategy, and I'll never do it again, no matter how much anxiety those deep-red days give me. I'll always go with the momentum of the moment.

Sharky-Li

I'm curious why you don't stop being a driver and do this full time since you seem to be successful and it would allow you to spend more time with your family and make way more money and maybe retire early. If you were the typical WFH soydev it would make sense since they do like 2 hours of work sitting in their pajamas but being a driver is an actual job that can be physically demanding.

jakfrist

I don’t see the problem… that should cover ~3-5 engineers’ salaries! Hope they all WFH and hosting is on a toaster…

Deep90

Lots of demand for hybrid and WFH.

drxnkmvnk

The 1800 kcal McD breakfast I just had is very important for my WFH workday

Commercial-Honey-227

It's either fleets or bankruptcy for Rivian. As unthinkable as this sounds in the US, car ownership is going the way of home ownership. The monthly payments on even basic cars are unsustainable from a banking perspective. These loans won't be given out forever, and when they stop, the car market will implode. If you need a car, you will order one for only the time you need it. WFH is here to stay in large measure because companies can reduce their office leases, eliminating commutes for many. Amazon and other delivery services will only become more ubiquitous, reducing the need for shopping trips. If Rivian can manufacture for rental fleets or Amazon or whoever will buy in bulk, it may survive, but it cannot rely on the consumer to keep it afloat. It's not Rivian's fault, but the economics do not favor car ownership moving forward.

Aggravating_Bad8428

Should be a lazy rainy Saturday but I’m going to login and get work done. People think when u WFH u don’t work. Not true, feels like I’m always on call.

TheyCalledMeThor

Yesterday. Best Buy is also amazing for emergencies. I was WFH a few weeks ago and my router died. Ran there for an early lunch and was back online before anyone even knew.

False_Profit_of_WSB

YouTube "hololens 2 demo" then go all in Microsoft. Cloud, ai, corporate software, and going to tear down cities and be the software behind the greatest migration in human history since the migration to cities, where people migrate out of shitty cities to much cheaper places with just as high a QoL but much lower CoL, where employers can hire the best candidate not the best near them, the evolution of WFH. Their cloud gaming division is just a front to have people pay for their beta of the tech they need to have people streaming avatars to each other in AR workplaces. Everything that Microsoft has been doing for the last decade is setting them up for success, they arnt just headed in one direction, but all of them, at once, and are incredibly well positioned.  You won't get rich next year off it, but long term, don't sleep on MSFT.

saltkvarnen_

If you invested in tech, you benefited from the WFH push post covid and the low interest rate environment that lead to accelerationism and zombie companies. After rates were increased, a blood bath was expected, and NASDAQ did lose ~30%, but then there was AI. You got lucky essentially, but you are not alone. Lots of people have beaten the market in this environment. It’s just fueled by debt that needs to be paid back eventually.

iamchromes

I’ve lived in NYC, now in DC. Where should I move to next? Single, WFH , 32 ,

might-be-your-daddy

>It's totally possible, but not a priority for most. This is the real answer that most do not want to hear. I know sooo many people over the age of 35 that only save what they have withheld from their paycheck + any employer contribution. So somewhere between 4 - 6%? And those are the ones that are "Saving for our future!" (Personal experience of only one example) And yet those same folks order Door Dash 2 - 3 times a day while husband is WFH. The wife doesn't work since hubby makes 6 figures and she doesn't *have* to. But they get Amazon deliveries on the daily. Make 2 or 3 Goodwill runs a year to donate new and almost new "stuff" they ordered because of boredom. So, yeah, most of "we save what we can" is because of personal choices, not necessity/hardship.

BohemondOfAntioch1

Maybe 90% this year. 55% all time. I lost money in my first 2 years trading. But over the last 6 months, I've only bought calls AT LEAST 2+ weeks out. It's made a huge difference. 3x'd my portfolio. My DD is elementary but during a bull market it doesn't need to be atom splitting. Just momentum trading based on a feel for earnings and JPOW + waking up early enough to get a feel for whether SPY or AMD/SMH is running. Otherwise, I just sit the day out and work my WFH job.

generouscookie1981

I think people are dismissing Reddit IPO a bit too much in a knee-jerk fashion and emotionally. There really is no competition in the space whatsoever. Regarding profitability and it being already around a long time, I doubt all levers have been pulled yet. I mean look at how dramatically Reddit has changed in just the last couple years during Covid and WFH? I get the wait and see sitting on the sidelines approach, that may be reasonable. But I wouldn't assume it's going to fail just yet.

NILPonziScheme

> I do also WFH so you hit the nail there. I'll try to be more proactive on going out. Isolation is killing my soul. Even if you can't go out (or find people to go out with), see about doing a Zoom happy hour. Reach out to some friends, and see if you can all get online at the same time with a beer and just sit there and chat for an hour. Do it once a week. It will help with the isolation. I know people who did it during covid, and they've kept it up since then.

SpareInsurance

Not going to lie I had to google some definitions for several words you used. What you commented is extremely well put and makes a lot of sense. You're right, the wins didn't feel like much because of my broken heart. But the loss definitely felt horrible. I do also WFH so you hit the nail there. I'll try to be more proactive on going out. Isolation is killing my soul.

MrCouncilman

My CEO doesn’t believe in WFH

MoneyCloudOps

Ill do some looking around to see if I like their financials (or rather the lack thereof) and if I can find some oppurtunities. I actually wanted to make a post about the agonizingly slow train wreck that is CRE. People really dont get it. Even if Powell cuts rates TODAY by 150 basis points, CRE, specifically office CRE, would still be underwater on the appraisal of the majority of loans made for buildings in densly populated city metros. Why? Because the nature of the legacy left behind by COVID elucidated the redundancy of said buildings and as a result WFH is a movement that is here to stay. Thus, many towers, strips, and other buildings that were once considered prime real estate and were valued as such are no longer...prime real estate. Meaning the owners who took out loans are underwater as they are refinancing at higher rates with buildings that are worth less...some of them are worthless entirely. Ill make a post with charts and shit so we can all jerk off about making money shorting them.

GreyMatter22

These guys are just ranting about commercial real estate, let them fall. If people wanna do hybrid/WFH, can't make companies pay the big $$ for all this wasteful office space. My last employer in Downtown was paying x2 everyone's salary just to rent 8 floors in Downtown Toronto.

iamchromes

WFH in tech not a real job

baconography

Certainly, there will be consequences for a lot of the CRE space, and some regional banks will crater. But it isn't the same as residential, and/or the synthetic/derivative CDO mess from 15 years ago. I don't think it will all just collapse at once. And, it's almost been four years since the lockdowns forced WFH. No global tsunami has happened. If last March taught us anything, banks will be saved. I'm pretty jaded. Wall Street doesn't like it when you can predict something, regardless how solid the DD is.

Hularuns

CRWD for WFH security but you mostly missed it.

silentsam77

Comparing CrowdStrike to Palo Alto is completely wrong. While they are both cybersecurity companies, Palo Alto is a hardware company, CrowdStrike is a software company. The whole WFH is what hurt Palo Alto, this didn't affect CrowdStrike in the same way; employees still need security software while WFH, but they don't need high-end network equipment. Second, CrowdStrike just signed an agreement to sell through Pax8 (an software/services reseller for MSPs/MSSPs, largest one out there), this is now allowing them to tap into the SMB market, which is something they haven't touched because of their minimums and price points. I won't say that CRWD isn't going to drop, but I wouldn't be surprised in the least if they moon.

rdblaw

Anyone else play video games when they WFH

ScroogeMcThrowaway

WFH web dev. So basically I just trade yolos all day.

generouscookie1981

A lot of insiders think CRE has mostly bottomed just psychologically it's really stuck in people's mind because of the devastation from Covid and WFH. I do believe some smaller banks are not fully reserving where they should be. But the liquidity crisis is completely overblown and the impact on credit flow will be minimal to nonexistent outside of CRE.

WYLD_STALYNZ

real talk though with the persistence of WFH, ongoing legalization of sports betting, and ease of accessing options to retail investors, I feel like we are in for some brutal waves of unaliving in the near future. lotta 18-34 men gambling away their entire lives in isolation

SoDavonair

This has been slowly in the making as the Internet of Things has grown, but quarantine-induced WFH adjustments were the event horizon and point of no return for commercial real estate as it has historically existed.

Callec254

Covid/WFH was a huge boost for them, and then everybody went back to the office.

PuffyPanda200

I think that there is a huge lack of understanding of how demographics interplay with what the 'correct' interest rate is. IMO a lot of the inflation that we are seeing now is a function of the job market. Employees have gained power and are requesting pay increase (or benefits that result in functional pay increases -> WFH results in savings kind of thing). This is probably because the Baby Boomers are now fully retired. BBs being fully retired also creates demand on the health services and some other things that retired people use. After the BBs die I would expect some pull back on those items. I also think that the explanation for low interest rates + no inflation in the 2010s is basically that the BBs were still working and the young people found it hard to enter high earning job markets.

Ella0508

Um, yeah it’s called WFH/pandemic fallout and you’re too late because everyone who has access to a newspaper with a decent business section knows all of this already.

Titans8Den

So I went through a merger in April 2021 with one of our competitors. At the time, we were still on WFH. Our office building was owned outright by the company. The financial guys at the company decided it would be better to sell the property and go permanent WFH rather than try to have a return to office. After a bit, it was decided that it would be more profitable to sell the land to a residential developer and tear the buildings down rather than to try and sell the buildings as commercial real estate.

wallstreetdumbarse

Was a mechanical engineer out of college, moved to a software engineer during covid for better WFH pay and job opportunities. I haven’t read the paper, I’ll give it a read later, but Bitcoin is fairly predictable just by observing external factors. One of the most tried and true sayings that apply to trading is “if the shoe shiner is telling you what stocks to buy, you know you’re at the top”. It’s the same with crypto. Any time my mom reaches out to me about crypto, I know it’s about to have a notable price setback. That’s how markets work. Big holders let the general population get hyped up, FOMO half their money in, and then they sell for massive profits. Them selling causes the price to drop, which causes panic selling amongst the FOMO buyers. The big holders buy back in once the panic selling ends, and the cycle repeats. Usually takes 1-2 years for people to forget about how bad they got burned, and to have had enough time to be re-convinced that this time will be different. It’s all a game, and the only way to win it is to ride the waves that the whales produce.

sped_izzo

Neither. Full WFH or bust

iamchromes

Is Dallas a better city to live than DC if you are single and WFH ?

tossaway3244

I used to have high hopes for the Vision Pro but ever since it got released, I'm thinking the opposite. Apple had a lot of refund/returns from the customers who bought it. And overall, the consensus seems to be that while the headset is definitely next level tech, it's also too hard to adapt to or have a reason for using. The Vision Pro isnt exactly for gaming. And it's only gonna be used most indoors since no one apart from Youtubers dares wear it outside. Even if people WFH, it's unlikely they will be using their Vision Pro for work due to company laptops they must use and intranet security etc. Overall Apple may have completely lost touch on who their target customers are spposed be for this product

freehouse_throwaway

remote WFH rofl

freespirited23

One thing a lot of people are forgetting about this whole ordeal. Banks will be fucked due to the sheer amount of debt they’ve issued out for commercial real estate. Tons of small to mid companies are behind on payments and with the WFH movement. As refinancing takes place, there will be a rise in defaults on commercial real estate. This will make the consumer debt look like a walk in the park. The FED doesn’t know what they’re doing, they will not be able to save us from deflation once they figure out they’ve held rates higher too long.

Ant0n61

getting underway in integrating in weekly reporting. Mostly through the ai integrated within Microsoft’s office suite. As well as another platform that uses llm and generative ai to scrub and clean large data sets. This is the year of ai in my department. Multiple areas being developed now. Another region has been using some of this stuff for about a year now and in their first test, saved a nice chunk of lead time on product thanks to processes that used to take weeks now taking HOURS. As others have stated. AI is definitely going to reduce headcounts and allow companies not having to replace lost office workers due to retirement or general leave/resignations, etc. This is likely the early stages of the next major phase of office staff reductions much like most secretaries being a thing of the past, but now this second culling will be for lower level jobs that will replaced by ai assistants vs computers replacing secretaries starting in the 90s. Coinciding with less need for office space thanks to WFH as well.

ThenThereWasThisNow

Were you WFH buddies with Jensen and overheard some of his calls?

skilliard7

> I thought this was a serious post till I saw the PT. To reach that price, China would have to invade Taiwan and the commercial real estate issues in the US start a banking crisis leading to a market crash. Or Nvidia's earnings could decline. Why is that not even a consideration? >Get in line. - amd is not a threat at all. Sure, Mi300 is comparable to H100 but GH100 , H200 and B100 are coming out in Q4. NVDA has a six month release cycle. No one. NO ONE will beat them to market with a faster chip. AMD is getting crumbs from customers that cannot wait for their NVDA orders. - CUDA is their moat. For now. >Do you want to hire from a talent pool of developers who know CUDA or the few that know ROCm? All your shit is in CUDA but you’ll start a sub team of ROCm developers and try to integrate the two? Or you will ask your developers to code for ROCm because you don’t want to pay extra for H100? Good way to lose talent. Why not both? A lot of software companies create software that runs on Linux even though microsoft is dominant. Especially in the tech world where engineers hate proprietary software(which Nvidia is notorious for). If your software costs 1/10th the price as your competitor to run due to running on cheaper hardware, how is that not a competitive advantage? Especially since so much of AI's hype is about supposed cost savings from automating tasks. If you have to spend $1,000,000 a month renting H100s in the cloud to replace 100 workers making $5000 a month each, is it really worth it? >This is like the early days of Covid when zoom was going nuts. It was obvious as hell that if everyone continues to WFH, zoom was going to report blockbuster earnings. Sure RTO killed zoom but that is after it 6x. Zoom's stock is lower today than it was in 2019, 5 years later. I'm not sure if this analogy works in your favor. Do you expect to be able to time the top for Nvidia? They're already up 5x since the start of 2023 and 10x since 2020. Obviously in hindsight, it was a good buy back then. But is it still? Only time will tell.

3LevelACDF

I thought this was a serious post till I saw the PT. To reach that price, China would have to invade Taiwan and the commercial real estate issues in the US start a banking crisis leading to a market crash. Counterpoints: - Sure, there will be competition from custom chips, amd, and unlikely intc …but that is not happening this year. Maybe next year, NVDA starts losing minor market share. Don’t get started on Altman or Son’s “I want to build an AI chip plant” bullshit. That would take 3-5 years to reach production. - amd is not a threat at all. Sure, Mi300 is comparable to H100 but GH100 , H200 and B100 are coming out in Q4. NVDA has a six month release cycle. No one. NO ONE will beat them to market with a faster chip. AMD is getting crumbs from customers that cannot wait for their NVDA orders. - CUDA is their moat. Do you want to hire from a talent pool of developers who know CUDA or the few that know ROCm? All your shit is in CUDA but you’ll start a sub team of ROCm developers and try to integrate the two? Or you will ask your developers to code for ROCm because you don’t want to pay extra for H100? Good way to lose talent. We are talking about trillion dollar companies with capex in the tens of billions annually. - why are we worried about a bust two years from now? This stock is going to 1000. Sit on your ass and wait for the bust in 2026? This is like the early days of Covid when zoom was going nuts. It was obvious as hell that if everyone continues to WFH, zoom was going to report blockbuster earnings. Sure RTO killed zoom but that is after it 6x. Ride it up, ride it down with theme stocks.

Professional-Mud-519

Thanks very much for your opinion, it is very helpful for investors. The point is growth, I have some explain. I mentioned in here is Logitech prefer reinvesting in its growth, not growth stock. The proof is historical growth and capital expenditure data. Logitech has averaged 10.5% revenue growth in past 20 years and reinvested most of operating cash to PP&E and acquisitions. Base on increasing competition or management opinion, Logitech need continue this growth investment, but no one knows if this will generate growth. This is what I mean growth strategy of its management take. For products, I think new products it released is not only one in the recent years. I agree with you on revenue boost from WFH, but disagree set this to the only factor to define Logitech. The background is PC and gaming peripheral industry still has good growth. Logitech face high competition in gaming unit, I also believe Logitech revenue growth will negative in the following year, but the data already showed the recovery of decline rate.

Expert_Run_4023

Interesting pick on the gaming industry. I have some criticism please take it as feedback. I disagree with your idea that Logitech is a growth stock. It has stagnated in growth if anything but that. Revenues were at it's highest during 2020-2021 when everyone was WFH. Now it has decreased since then. Even before pre-covid revenues were sluggish with less than 10% YoY growth 2019-2018.  What is Logitech's so called growth strategy??? What product investments are they making??? and just because Mr. Faber has said growth is inevitable doesn't mean it's going to happen. Sure they have a good balance sheet, good margins and cash coming in but I don't buy into the growth of Logitech as you mentioned. In my opinion, Logitech is just like Zoom when everyone was stuck at home with their computers there was a demand for more computer hardwares during Covid but not anymore hence why the stock has been dumped.

HunterBidensdik

Biggest problem with EV market is that with WFH, people don’t really care about gas prices anymore I fill up my car about once every three weeks. Not much of an inconvenience or cost burden.

Dmoan

Waiting for palo alto to talk about AI in ER to change focus on the fact that companies which Ramped up cyber spending due to Covid and WFH are cutting back.

ValenTom

Start prepping for another ‘08 credit crunch and bank failures. U.S. commercial real estate is losing upwards of 50% of value due to 1) Work from home emptying out office buildings and 2) High interest rates These buildings aren’t making money and owners can’t pay the banks. Who’s on the hook? The banks. Guess what though, banks can’t just sell these assets for the same prices they originally valued them at. They’re going to be taking a 50%+ hit on distressed properties. This is going to be a systemic and global problem and it’s going to be 2008 all over again but rooted in CRE, not residential. All reverberations of Covid resulting in WFH and high inflation.

Plastic-Oil9167

Hindsight… remember they wanted to make WFH a new and permanent thing. Also Microsoft cut into their market pretty quickly after with teams

crazysmitty27

Remote will never end. WFH will become the new standard. Short commercial real estate.

SeliciousSedicious

Unpopular opinion:  WFH folks are the homeschooled kids of the adult world. 

deadcowww

Zoom should have gone bankrupt as soon as they announced a mandatory return to office. It's clear their product (which is made for WFH) doesn't work if they can't use it themselves. Also products like Microsoft Teams has caught up and gone beyond Zoom's original product in terms of functionality.

Jemmo1

And pants, unless you can WFH

trainwreck001

Ghey Bears thought WFH was not a precursor to AI replacement. 

joyful-

This reminds me of 2021 when anything to do with WFH just rocketed higher, a fucking furniture delivery company had a market cap of 35b. Guess where most of those stocks are now…

Spursdy

HS2 was deemed not to be value for money by the civil service before it started. It always was a political project. Then the costs kept going up and up. And the scope kept getting smaller. And then we had WFH and less business travel. It is a demonstration of everything that is wrong with government projects. On any objective analysis, it should have been cancelled years ago.

Macrophallus_Owner

My boss seems to have finally figured out I haven't done shit at my WFH job for the past year

bzl33

Nope. Just found it interesting how 2023 had a massive bubble like 2020 with the EV/battery/WFH/eCom instead with AI. Feb 2024 reminds me a ton of Feb 2021.

Lexsteel11

Here’s the thing- I wouldn’t pay for FSD but AP is such a game changer for daily commutes (I now WFH but was awesome when I had a 45 minute commute) and I never had any issues. As a matter of fact it actively avoided someone entering my lane that I did not notice twice. I definitely agree with what you’re saying but the “recall” (interesting term for a free OTA update but ok) was essentially that the system worked TOO well and allowed drivers to not pay enough attention. Now, one thing I think should be forced on them is to include stop sign/light interaction in standard AP. As it is now, if you don’t pay for FSD, it will visualize the stop sign approaching and prompt you but if you ignore the prompt it will essentially say “ok well let’s go to Valhalla together” and won’t stop because you didn’t pay $15k. IMO if you are enabling a car to drive itself to that extent and it fully is capable of stopping at a stop sign, you should have to provide that to the user.

FriedBalamari

Wendy’s doesn’t allow me to WFH. I can’t show my face there!!!!

plzdontthrowmeaway9

What’s your WFH coffee setup like

nobertan

Metaverse wasn’t Meta’s undoing, it was a number of factors:- - Zucky was banking on WFH sticking post Covid (and the profits from that) - Overhired like crazy to support that - Apple privacy changes nuked their profitability Reality is, they were solidly in a tailspin with no exit path. Leadership took action, cuts were made, expanding profitability was priority number 1. They executed very well, all things considered. (Lots of projects going no where were cut) Metaverse is still single and digit % points eating into their profits as a hobby project. Their key saving grace is that they were not going to zero, their product is very sticky despite the negativity around it. Also, OP, you’re asking the same people who couldn’t see a way back to ATHs for META to predict the reversal of another company…

durustakta

It depends on what you’re looking for. Over the past years the quality of life has diminished and everything got way more expensive. It’s being overexploited for tourism, second residencies and WFH workers. Generally speaking, people are getting poorer, house prices are insanely skyrocketing (considering quality, location, specifics…) and the economy feels stuck in tourism, tourism, tourism. To me, the greatest challenge is the drought. There has always been a certain lack of water but over the past years it’s becoming a big problem with no solution in sight. There are water cuts and summers are expected to be really difficult. On the upside, weather is kind (if you’re willing to accept 30-35ºC on a daily basis during summer), people tend to be nice and welcoming and I believe there’s hope for a brighter future.

SchrodingersCat6e

This happened during the WFH phase as well. Zoom crushed it, and then PagerDuty, CrowdStrike, DocuSign, and a few others tanked. Wall street loses every now and then, and will make it up. Look at SNAP and PINS. I feel like they do this once per sector, and then clean house the remaining reports.

bah2nah

Work is that busy? I’m literally on reddit/twitter for like 4 hours while WFH

benjaroo69

WFH 1 hr/week $100k+ salary - economy is strong I say this is the bottom

jmlinden7

Especially in tech-heavy cities that have more employees WFH still

charly371

5x a day is WFO number. when i m WFH it s closer to 10 times....

panchampion

Only a small number of people can WFH