They’re about a 2/3rds majority in the consumer and workstation market, and that’s not insignificant, but that’s also not a significant part of their revenue by this point, nor is it why their stock makes up a terrifying percentage of the S&P 500.
If their revenue returned to just being that, they’d basically cease to be a relevant company and their stock price would crater. It’s a decent business to be in, but, it’s not a infinite growth, line goes up forever, business to be in.
They have a near monopoly on cloud service genAI data center GPUs. They don’t make the semiconductors. They just hand the design for those chip to TSMC and then sell what TSMC makes for them. The vast majority of their revenue right now is coming from selling stuff to new genAI data centers, if those stop getting built, they loose 80% of their revenue. And their current valuation is based on an assumption of an order of magnitude of new such data centers being built year on year.
I think, that it’s very likely that demand for new such chips is liable to drop to 0 because the capacity of currently extant data center using their chips is already overbuilt for realistic demand. No one other than Nvidia is making money on these data centers, and there is no path to profitability.
I don’t think most corporations would be interested in buying a computer that doesn’t include a windows license. Unless they intend to use it for like… server stuff, but they’d be way better off buying like… actual server hardware… if only for the operating cost.
The trick is to play one thing inexplicably awful that the bartender won’t realize is so just by looking at the name.
Like Ram Ranch. Like, sure they’ll probably cancel it after about 20 seconds when they realize what the fuck is going on. But you still got everyone in the bar to hear about gay cowboys for 20 seconds.
There’s also this level of like, still identifying as being primarily of the country they’re from, like a rejection of assimilation into the place they’ve moved to. I’m not saying that’s inherently good or bad, but, it’s an interesting dynamic, and an option that a lot of immigrants don’t have.
“We’re sorry… we’ll definitely stop, definitely don’t look at anything else we might have done for them.”
“Hey guys our sales are falling through the floor faster than Tesla, maybe we should rework our pricing and reconsider our policies towards buyers to move more volume and improve our imagine.”
“ Uh… nah. How about instead, we put ads on the center console!”
You can probably get a pirate hat online for a few bucks. And there are plenty of discoverability systems not based on integration with a subscription service.
The current situation is a bubble based on an over hyped extension of the cloud compute boom. Nearly a trillion dollars of capital expenditure over the past 5 years from major tech companies chasing down this white whale and filling up new data centers with Nvidia GPUs. With revenue caping out at maybe 45 billion annually across all of them for “AI” products and services, and that’s before even talking about ongoing operation costs such as power for the data centers, wages for people working on them, or the wages of people working to develop services to run on them.
None of this is making any fucking profit, and every attempt to find new revenue ether increases their costs even more or falls flat on its face the moment it is actually shipped. No one wants to call it out at higher levels because NVIDIA is holding up the whole fucking stock market right now, and them crashing out because everyone stoped buying new GPUs will hurt everyone else’s growth narrative.
Because it’s something where the current government can claim they’re “doing something” or “addressing a real problem” but it also doesn’t threaten the rich and powerful.
Going after Facebook would threaten the rich and powerful, for who it is an important tool for manipulating people, who think they can use it to mold culture to what they want it to be my breaking the minds of children.
The current UK government is desperate to say to the public that they’re governing and fixing problems, but they also really don’t want to piss off the rich and powerful.
Which is an absurd thing to do! Getting it in front of more people just increases their costs by creating more load on their data centers. At best it juices investor confidence by pushing up user numbers. It’s not converting people to payed subscriptions at any significant rate, and even then people paying the subscriptions are losing them money because they’re creating way more load than their subscriptions pay for.
It’s unlikely any of this will ever be profitable, the only one making profit from this right now is NVIDIA. Everyone else’s costs dwarf revenue, even just operational costs, not even counting capital expenditure to set this stuff up. None of these companies have a path to profitability, and most of the little revenue is coming from services burning investor money built upon other services that are also burning investor money, or temporary shenanigans like Microsoft trading OpenAI free compute time at their data centers in exchange for IP, or coreweave using their GPUs as collateral against loans to buy more GPUs that get collateralized in turn.
At best the deregulation makes things less unprofitable and drags the bubble out a little longer.
I think it’s likely that Microsoft will start turning it on by default, and resetting it with updates for people who have opted out. Much like they did with edge and Cortana, intentionally making it harder to choose not to use it.
More programs actively blocking it will make that harder, but I wonder how many will stick to their guns when pressured by Microsoft.
I suspect that Microsoft will ratchet up the pressure to force it on people as the gen AI bubble pops, an attempt to keep the narrative alive to keep up demand for their overbuilt GPU data centers.
Often times the services have a fleet of accounts, they have them do reposts of old popular posts with titles and some content rephrased, then some of the rest of the fleet copies the top comments and rephrases those and posts them below.
This builds a history of realistic and semi popular looking posts in a way that is fairly easy to automate . Anyone who looks closely could potentially figure out a given account, or even cluster of accounts, is farmed, but it takes effort and time to prove it, more effort and time than it takes for them to spool up another batch of bots.
I like making a chili and freezing the left overs in an icecube tray, then poping them out and storing the chili cubes in the freezer. Like, it will basically last forever in the freezer, and this way it’s pre portioned and I can just nuke how ever much I want at some indeterminant time in the future.
Works well with any similar kind of sauce.
For me, I try to focus on buying stuff that will keep well, things that I can use a lot of ways, or things I have an immediate plan to use all of.
Or multiple of those things at once. Like if I get a crown of broccoli, it will only stay good in the fridge for a week or two, but I don’t need to eat it all at once, I can just take a bit at a time and add it to other things, like a soup or a pan fry, to get some green in. Frozen veggies solve the only lasting a week or two thing also.
On the other hand there’s things like canned tuna, there is only really one way I’m gonna use that, but it keeps forever in the cabinet, so no wasting fridge space, and the cans are usually small enough I can use it all at once.
Like, if it doesn’t keep well, you you wouldn’t use it all at once, and you’d probably only use it for one thing, just don’t bother.
Also, like, look in to how certain things should be best stored, some things can last a lot longer if you figure that out.
If he does, what is post Post Malone? Meta Malone? Neo Malone? Trans Malone?
For the CPU I’m pretty sure it’s just standard ARM64, although the GPU is apparently their own thing, so maybe there’d be issues there. Although Asahi Linux has a working driver for their GPU, so maybe it’s possible to get arm Mac OS to talk to other GPUs.
Might still be possible to run it on other ARM processors.
The reality is, that it’s often stated that generative AI is an inevitability, that regardless of how people feel about it, it’s going to happen and become ubiquitous in every facet of our lives.
That’s only true if it turns out to be worth it. If the cost of using it is lower than the alternative, and the market willing to buy it is the same. If the current cloud hosted tools cease to be massively subsidized, and consumers choose to avoid it, then it’s inevitably a historical footnote, like turbine powered cars, Web 3.0, and laser disk.
Those heavily invested in it, ether literally through shares of Nvidia, or figuratively through the potential to deskill and shift power away from skilled workers at their companies don’t want that to be a possibility, they need to prevent consumers from having a choice.
If it was an inevitability in it’s own right, if it was just as good and easily substitutable, why would they care about consumers knowing before they payed for it?