Forgive me because I do not understand the supply chain for memory. With Micron et al effectively scalping their customers with an oligopoly on probably the lowest intellectual IP in the chain, does this not guarantee 10 years from now a) We are either overbuilt as hyperscalers cut capex, or b) hyperscalers vertically integrate. Or is it truly that hard to make memory?
And if that is not true, perhaps it isn't really a commodity at all.
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Shred Log – block training for skateboarding
blainehodder.github.io
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EY Resigns as Auditor of SuperMicro
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Ask HN: Why is OpenAI and ChatGPT design so bad?
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Ask HN: Legal experts: Can Musk really back out of the Twitter deal?
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Listerine Mouthwash Royalties
auctions.royaltyexchange.com
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Returning Soldier Effect
en.wikipedia.org
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List of Unusual Deaths (Wiki)
en.wikipedia.org
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Ask HN: Quants and traders: Best OS backtesting platform for trading strategies?
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Facebook Pay
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Ask HN: What color do you have set for the top bar?
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What brick and mortar businesses with sub 5m start up generate the highest ROIC?
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Digital exchange loses $137M as founder takes passwords to the grave
arstechnica.com
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Does Calgary Really Want the Winter Olympics? Does Anyone?
Economically if you are vastly outcompeted by other programmers on productivity, yes that is "no longer of value" from a purely employment perspective. Much like an old person who cant use a computer has little value in the job market beyond being a greeter at Walmart, a programmer who hand codes a loop is next to useless on a productivity basis such that it makes zero sense to employ them. It is unfortunate but true. Why pay someone to accomplish less per dollar pf cost. Feels?
But why would you want to buy a company where the valuation reflects an extremely optimistic outcome already? Basically you are assuming obscene growth from SpaceX in AI, datacenters, rocket launches etc just to for the stock to go nowhere. The market cap was over 2T!
When you buy equities, if the company turns out shockingly successful beyond most peoples probable expectations you dont simply want your investment to just stay flat, you want to make multiples of your money. In order to do this, you simply cant start from a 2T marketcap. No company worth 2T can make you 100x your money or even 10x or 5x your money in a reasonable amount of time given the overall size of the economy.
Forgive me because I do not understand the supply chain for memory. With Micron et al effectively scalping their customers with an oligopoly on probably the lowest intellectual IP in the chain, does this not guarantee 10 years from now a) We are either overbuilt as hyperscalers cut capex, or b) hyperscalers vertically integrate. Or is it truly that hard to make memory?
And if that is not true, perhaps it isn't really a commodity at all.
Honestly Jassey, Zuck and Tim Apple are prob on the phone with Donnie. If oil companies are “gouging,” what is 85% margins on memory, threatening the whole bull run and raising compute, Killing AI, and raising iPhone/computer pricing? Countdown to DOJ antitrust case is ticking.
To be clear: I understand how markets work, Im just quoting Donald Trump's tweet from yesterday calling oil companies gouging, and I predict government intervention and polital pressures regardless of economic realities.
Forgive me because I do not understand the supply chain for memory. With Micron et al effectively scalping their customers with an oligopoly on probably the lowest intellectual IP in the chain, does this not guarantee 10 years from now a) We are either overbuilt as hyperscalers cut capex, or b) hyperscalers vertically integrate. Or is it truly that hard to make memory?
And if that is not true, perhaps it isn't really a commodity at all.
The claim that Alberta is actively trying to get rid of all wind and solar development is internet hyperbole that ignores real capacity data. Alberta actually ranks second in Canada for clean energy growth, and its renewable output surged by over 25% year-over-year into 2026.
The high-profile project cancellations people point to weren't a government ban. They happened because the province changed its transmission rules. Previously, ratepayers subsidized the massive utility costs required to connect remote wind and solar farms to the central grid. The province ended this, forcing private developers to internalize their own grid connection costs. Once forced to pay for their own infrastructure, highly speculative, unfinanced projects simply became economically unviable and dropped out of the queue.
If a private wind or solar developer wanted to build a massive farm in a remote, rural area (like Southern Alberta) where land is cheap but high-voltage power lines do not exist, they only had to pay for the immediate wire connecting their project to the nearest local substation. Taxpayers were subsidizing those players, because it was a "load pays" system.
Please do not fall pray to the general trope that Alberta is a backwards hillbilly province. Subsidizing private developments with public money is not something that should be encouraged.
On Canada broadly, you are correct in your baseload numbers and I agree with you.
Your arguments are much lower quality than an LLM will generate. You are so transparently biased against them it is shocking. I’d certainly rather learn from an LLM than someone like you who is both grossly misinformed and a dick about it.
They absolutely are good at checking work. It really depends on the level and you are grossly underestimating their ability and over generalizing their limitations. To say an LLM can’t grade pretty much any undergraduate level or under subject well is to not understand how far they’ve come.
On average yes this is almost certainly true. As I said above technology is a lever and most people are incredibly lazy. However if one has drive and determination they are also incredibly powerful tools
recently vibe-coded a personalized skateboarding block-training app. The platform maps curated YouTube tutorials to specific tricks I want to learn, logs my daily progress, and tracks failure rates alongside the specific reasons for missed attempts.It also functions as a structured video journal that integrates seamlessly into my coaching routine. For instance, during a session of 10 daily kickflip attempts, the app logs my success metrics and video capture so my coach can review my exact mechanics. Over time, this data-driven feedback loop visualizes my progression curve and systematically improves my landing consistency.
In another case I follow a bodybuilding cutting regimen and it helps me create and track recipes consistent with my diet plan and macro guidelines. It helps me also create tasty recipes that fit my criteria based on the ingredients I have on hand.
Those are just 2 examples.
I also recently built a backyard jib setup with a platform, ramp, PVC jib rail for snowboarding, and it helped me architect the design for it.
Sifting through information to separate truth from fiction is a modern, experience-based skill that I’ve developed YES.
However, your perspective on how LLMs are used might be too narrow. While no one is suggesting using an AI to find a one-shot cure for Alzheimer's, LLMs are incredibly effective tools when paired with textbooks to master subjects like undergraduate physics.