2009 Putting the 06 clk in the private parking deck and taking the elevator to my mahogany lined office, jewels coffee please

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fintwit furus be like "if spy hits 687, ATH is on deck" like yes man, great analysis. tf

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Champaine bottles on deck for the 680 breach

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681 on deck for today boys

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I'll readily admit my own biases, but the [Google graveyard](https://killedbygoogle.com/) is practically a meme on its own. I would argue the quality of YouTube has not gone up, but rather Netflix has come down. Cloud has undeniably grown, but I am leary of the market at large when the entire economy is overleveraged to the hilt with banks and vc alike finding ways to leverage wherever they can. But have a closer look at the technical output of Veo vs the competition and you start to see the blemishes that permeate the Google ecosystem. It looks flashy and fancy, but the closer you look, the uglier it gets. Google's own first party apps in the android ecosystem are a mess with Google home barely getting more than life support. The enshittification of Google photos (made marginally better with their AI advancements). The neverending push to raise prices across their entire product lineup. It just doesn't pass the smell test. You can drive consumes so far, but eventually people are broke. You can sell cloud resources to any French poodle at the head of a shell corporation drunk on an AI pitch deck that is just an API wrapper for other applications. It all stinks.

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Some would say ai is as important as the Manhattan project. All hands on deck approach while the talent pool is limited for inference datacenter.

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The porn guy ain’t paying the bills, they keep investing trillions in chips yet there’s barely any revenue because the capabilities are not living up to the hype, they are giving the shit away for free and the demand for the free product is lukewarm at best. Eventually the private credit folks will stop buying the bonds to keep financing a product that doesn’t return revenue. They are reaching into the debt market using the chips as collateral, if newer more resource efficient AI models show up the whole demand for more chips craters (I don’t need more chips than I currently have to get the same output, NVDA goes from growing earnings 60% every quarter to more stable growth 5-10% annually) used chips ain’t gonna hold value like they do now and the collateral becomes toilet paper The deck is clearly stacked against the AI LLMs/hyperscalers until they have a product that is actually useful and profitable (outside of shitty ai articles and disfigured pictures with 8 fingers and weird eyes)

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They don’t let you stack the deck.

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Sourest of hour on deck about to come on stage

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I have .25 AC and my guy wanted 800 to mulch and 750 for leaves. Wtf? They wanted 5k to rock the deck and sides.

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