“The future ain’t what it used to be.”

-Yogi Berra

  • 41 Posts
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Joined 3 years ago
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Cake day: July 29th, 2023

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  • Its good for an unpopular opinion.

    Counter point: a boat got turned a bit sideways in a canal and the entire financial system almost came crashing down and there were no bunnies for Easter.

    My point is that very small, unknown things can cause huge interruptions to global functioning, and almost everything about the current bubble depends on a very stable global order, where specifically, the west, has access to the chips, when the west does not manufacture them in spite of whatever agreements are on paper.

    A small shock to the supply chain and it all falls down.


  • That was an entirely different world that functioned under entirely different rules.

    Was it? IIRC at the time, cisco was selling routers to ISP’s it was investing in the same kind of circle jerk thats going on between NVidia, OpenAi, et al.

    Hardware provider getting tickled by builder getting tickled by web dev who is getting ticked by the hardware.

    I do think you are pointing out a difference, but its not going to last, which is these companies are trying to monopolize commodity hardware. But eventually, the music stops.

    SOMEONE gets left holding the bag. Tulips aren’t actually that value. The slop doesn’t work.

    (Also wtf you people downvoting for. This a space for unpopular opinions.)