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Given how extraordinarily fast all of this is moving, it's a particular absurdity to attempt these in the moment pontifications. AI is a steak machine, I declare that is what it is…

US household assets are fairly well distributed between real-estate and equity markets. China for example previously had ~70% of its household wealth tied up in real-estate, which …

How many lives has the US lost? What has Iran lost so far in the conflict with the US and Israel (a conflict which is not over)? The propaganda attempting to spin this as setting u…

Four more 2nm (or below) fabs in Arizona. That's bleeding-edge or very close to it.

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China won in desktop PCs? Nope. China won in cloud services? Nope, not even close. They had to clone AWS just to try to keep up. China won in mobile? Nope. Although they're very co…

You mean other than the zillion dollars of infrastructure you need to run these systems for a billion users. And the extreme cost to sustain that operation day to day. And the cost…

China isn't undercutting anything. Kimi has to be hosted somewhere and is extraordinarily expensive to operate at Fable-levels of capabilities. The moat is (and will always be) the…

People endlessly claimed the same thing about DeepSeek upon its release. they claim it every single time a very large cutting edge model is released out of China. It's a combinatio…

I'm pretty sure the Chinese cloning isn't being arrived at for free regardless. Fable is quite expensive for example. If Anthropic has a real problem with API use, they can always …

Because no VC will give you $5-$10 billion in cash to attempt a catch-up run with Anthropic, OpenAI, and Gemini at this point. Untold billions have been pushed into Grok and it can…

> Either Chinese labs are worth more or OpenAI/Anthropic are worth less. One of those is true The reason that's not inherently accurate is because it assumes the economic models ar…

The same kind of speculation questioned whether Facebook would ever have a significant business. Before that, the same was asked about Google's business. If GPT can maintain or gro…

They seem to be expanding even across rural America. These days it's fairly common for small and medium size towns to have access to 500mbps-1gbps for $50-$90 per month, and essent…

I assume you're not confused about the fact that DeepSeek winning would be against US self-interest, and the thriving of OpenAI + Anthropic domestically and globally is very much i…

> The abundant supermarkets were not a product of free markets, they were a propaganda piece. The US has abundant supermarkets to this day. It was overwhelmingly a product of the m…

Eat fewer calories. Consume as little added sugar as possible. You don't have to eat much better. You can trivially supplement. It's far more important to eat less.

It's not the exchange rate. It's 30 years of economic destruction and currency devaluation as the end result of horrific spending policies. If Japan doesn't right the ship, they'll…

The world has never been thankful for the positive things the US has done. The only thing it ever garnered were the briefest of superficial nods. China gets drastically more respec…

Cloudflare operates as an at-cost registrar. They charge wholesale prices for domains. What cut are you talking about?

An estimated 22,000 addresses, 1.1 million Bitcoin. Present value $78 billion. That would make him the 23rd richest person in the world. Bill Gates by comparison is 'only' worth $1…

Not just yet, they should wait for a little bit. The US isn't done depleting its inventory yet, the US might get itself in a lot deeper yet, and the US population will only detest …

Gemini, GPT and Claude will all have ads on the consumer side. They will go together in quasi lock-step into the ad future, because that money is gigantic and they're going to need…

For several early years search was thought to have no great business model (banner ads and similar). And then it did. GoTo.com -> Google -> $$$