201–210 of 351 posts
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Diversity is the term to disguise cheaper labor. Call it women, ethnic minorities, trans, neuro divergent, on wheelchair, or those having criminal records. It's a brilliant slogan, not just because virtue signalling, but because it spawns cross cultural factions, all selfishly united to defend it. At no further brainwashing cost to you. You dare to attack it? You are out. Pack your stuff, and your shame. Consolation?…
Maybe America should export US labour and safety standards. Outsourcers don’t just compete on price, they compete on hours worked, and support given. You do it in outsourcing contracts to a degree, just go further - holidays available, work hours, firing procedures, support and health services. I do know that FDA inspectors travel to factories around the world to ensure they are compliant. You’d remove the incentive…
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> GitLab is in an incredible position to moonshot the next generation of software. I don't think they offer anything unique. Forgejo[1] offers a similar platform. [1] https://forgejo.org/
I don't think Fogejo offers CI/CD out of the box, for starters.
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If you had, your investment would be up 20% now. https://www.nasdaq.com/market-activity/stocks/csco
To profit you also need to get out at the right time. Right now everything seems so inflated. I don't believe this economy represents any of the underlying assets correctly anymore. I really think we are on the verge of one of the biggest bubbles in history. Time will tell.
My extremely cynical, but not yet proven wrong view: Tech, more or less, has a group of investors centered around Silicon Valley. Not the only ones, but especially now, the most active. Generally, these folk have a lot of exposure to AI, and probably mostly believe the hype around it. Which means they believe companies using AI should produce better results, which in the current market means short-term cash. So if a…
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My extremely cynical, but not yet proven wrong view: Tech, more or less, has a group of investors centered around Silicon Valley. Not the only ones, but especially now, the most active. Generally, these folk have a lot of exposure to AI, and probably mostly believe the hype around it. Which means they believe companies using AI should produce better results, which in the current market means short-term cash. So if a…
I think it goes a little deeper than that. In ways that seem to echo in your description of GitHub vs GitLab too.
Big Tech doesn't seem to attempt to generate value. The most positive attribute you can ascribe to a silicon valley startup is "disruptive" which in effect means eating somebody elses lunch. I think this is pretty natural for an industry that has pretty much achieved perfect penetration, but we're still dimensioning the industry for massive growth.
In that framework, silicon valley startups have to identify some sort of frontier they can expand into, and with pretty much all productive enterprise already interfaced with technology. They have to expand into simply replacing labor.
Earlier quoted context omitted.
> GitLab is in an incredible position to moonshot the next generation of software. I don't think they offer anything unique. Forgejo[1] offers a similar platform. [1] https://forgejo.org/
I don't think Fogejo offers CI/CD out of the box, for starters.
Cisco do not have real ai strategy . Routers are routers. Even their ai factory is yet another box just with label nvidia on it . No major investment needed. All that observability tooling around is only benefiting ai wave . They can vibe re-write everything .
At this point Cisco is a conglomerate that does everything and nothing. They own so many different verticals that even people working there don't really know what cisco fully does anymore. But I agree though, this is an artificial stock pump because of the rush for picks and shovels.
Cisco do not have real ai strategy . Routers are routers. Even their ai factory is yet another box just with label nvidia on it . No major investment needed. All that observability tooling around is only benefiting ai wave . They can vibe re-write everything .
At this point Cisco is a conglomerate that does everything and nothing. They own so many different verticals that even people working there don't really know what cisco fully does anymore. But I agree though, this is an artificial stock pump because of the rush for picks and shovels.
My extremely cynical, but not yet proven wrong view: Tech, more or less, has a group of investors centered around Silicon Valley. Not the only ones, but especially now, the most active. Generally, these folk have a lot of exposure to AI, and probably mostly believe the hype around it. Which means they believe companies using AI should produce better results, which in the current market means short-term cash. So if a…
I agree with you. Putting myself in the shoes of a tech CEO, I see other companies laying off and saying that their AI strategy made them so productive that they don't need 20% of their employees anymore, I see investors flocking to that company, I look at my company and feel investor FOMO, I layoff as well. It's nothing personal, it's just how the US works. If this were to happen in Europe, your company would burn t…
https://www.tomshardware.com/tech-industry/south-korean-offi...
https://www.tomshardware.com/tech-industry/sk-hynix-employee...
SK Hynix is making an absurd amount of money from the RAM shortage, and the employees are not unreasonably demanding their cut from it.