Brian
@bwnash.bsky.social
Hiking, fitness, cooking, Japanese metal, and Braves baseball.
DevOps in finance by trade.
DevOps in finance by trade.
She's fucking HR? And calls the shit they do 'work'?
November 27, 2025 at 9:05 PM
She's fucking HR? And calls the shit they do 'work'?
You can save money on Christmas presents with enough of those.
November 27, 2025 at 7:10 PM
You can save money on Christmas presents with enough of those.
Economists can say what they like, but Oracle is never getting any of that $300b bag from OpenAI.
November 27, 2025 at 12:42 PM
Economists can say what they like, but Oracle is never getting any of that $300b bag from OpenAI.
Gotta go with spaghetti sauce, or I could be convinced of chili.
Though I do like a couple of over easy eggs on cold biryani the next morning.
Though I do like a couple of over easy eggs on cold biryani the next morning.
November 27, 2025 at 12:28 PM
Gotta go with spaghetti sauce, or I could be convinced of chili.
Though I do like a couple of over easy eggs on cold biryani the next morning.
Though I do like a couple of over easy eggs on cold biryani the next morning.
Has to be refined at that one Virgin Islands cracking facility, right?
November 27, 2025 at 1:40 AM
Has to be refined at that one Virgin Islands cracking facility, right?
Call of Duty: Black Gold.
November 27, 2025 at 1:40 AM
Call of Duty: Black Gold.
Stores of value regularly fluctuate 40% annually. And if it satisfies the investors by rising, that harms the nation's exports.
It makes no sense as a national currency.
It makes no sense as a national currency.
November 27, 2025 at 1:11 AM
Stores of value regularly fluctuate 40% annually. And if it satisfies the investors by rising, that harms the nation's exports.
It makes no sense as a national currency.
It makes no sense as a national currency.
Musk lies like other people breathe. Why do you dickriders give his bullshit any oxygen?
November 26, 2025 at 9:55 PM
Musk lies like other people breathe. Why do you dickriders give his bullshit any oxygen?
I remember reading a while back just before the SBF debacle that Tether had invested in Ecuadorian sovereign debt.
Wonder if the also had Argentine debt, and that was a factor in Bessent's $40b bailout there.
So many problems in the financial world come from assholes stretching for yield.
Wonder if the also had Argentine debt, and that was a factor in Bessent's $40b bailout there.
So many problems in the financial world come from assholes stretching for yield.
November 26, 2025 at 8:15 PM
I remember reading a while back just before the SBF debacle that Tether had invested in Ecuadorian sovereign debt.
Wonder if the also had Argentine debt, and that was a factor in Bessent's $40b bailout there.
So many problems in the financial world come from assholes stretching for yield.
Wonder if the also had Argentine debt, and that was a factor in Bessent's $40b bailout there.
So many problems in the financial world come from assholes stretching for yield.
Any notion how they threatened Yellen to make her bend over and bark like that?
November 26, 2025 at 8:12 PM
Any notion how they threatened Yellen to make her bend over and bark like that?
I remember being astonished that a company of any size wouldn't have a CFO office performing ordinary cash management functions, and instead, just dumped their companies' entire net worth in high-yield savings account.
They absolutely should've stood in line with all the other creditors.
They absolutely should've stood in line with all the other creditors.
November 26, 2025 at 8:11 PM
I remember being astonished that a company of any size wouldn't have a CFO office performing ordinary cash management functions, and instead, just dumped their companies' entire net worth in high-yield savings account.
They absolutely should've stood in line with all the other creditors.
They absolutely should've stood in line with all the other creditors.
Must be on X. Curious what the replies to him are.
My take is, there's plenty of infrastructure investment going on, it's just by the hyperscalers who can afford to pay for most of it out of cashflow
But he wants us to bailout OpenAI, which has $1.4 trillion in spending promises it can't keep.
My take is, there's plenty of infrastructure investment going on, it's just by the hyperscalers who can afford to pay for most of it out of cashflow
But he wants us to bailout OpenAI, which has $1.4 trillion in spending promises it can't keep.
November 26, 2025 at 7:40 PM
Must be on X. Curious what the replies to him are.
My take is, there's plenty of infrastructure investment going on, it's just by the hyperscalers who can afford to pay for most of it out of cashflow
But he wants us to bailout OpenAI, which has $1.4 trillion in spending promises it can't keep.
My take is, there's plenty of infrastructure investment going on, it's just by the hyperscalers who can afford to pay for most of it out of cashflow
But he wants us to bailout OpenAI, which has $1.4 trillion in spending promises it can't keep.
But, I forget myself... your prime demographic is billionaire dickriders who are ok with child rape as long as the molesters are in the Republican party.
November 26, 2025 at 7:15 PM
But, I forget myself... your prime demographic is billionaire dickriders who are ok with child rape as long as the molesters are in the Republican party.
5 words: Thank Heaven for Little Girls.
November 26, 2025 at 7:14 PM
5 words: Thank Heaven for Little Girls.
For a lot of applications, I prefer pecans to walnuts, just saying.
November 26, 2025 at 5:48 PM
For a lot of applications, I prefer pecans to walnuts, just saying.
The marshmallows point out the versatility of sweet potatoes. Can be a sweet dish, a savory dish, with dozens of applications.
Marshmallows are sort of like whipped cream on a custard pie.
Marshmallows are sort of like whipped cream on a custard pie.
November 26, 2025 at 5:24 PM
The marshmallows point out the versatility of sweet potatoes. Can be a sweet dish, a savory dish, with dozens of applications.
Marshmallows are sort of like whipped cream on a custard pie.
Marshmallows are sort of like whipped cream on a custard pie.
I feel exactly the same way about how I've been talking about how data centers, specifically depreciation and the debt service to build them, are the weakest links in the AI value chain.
November 26, 2025 at 5:19 PM
I feel exactly the same way about how I've been talking about how data centers, specifically depreciation and the debt service to build them, are the weakest links in the AI value chain.
There is no one as reviled as he who is correct early against consensus.
November 26, 2025 at 5:11 PM
There is no one as reviled as he who is correct early against consensus.
Always kind of wondered if apes together taking physical custody could squeeze Comex. Probably they'd just suspend delivery.
November 26, 2025 at 4:07 PM
Always kind of wondered if apes together taking physical custody could squeeze Comex. Probably they'd just suspend delivery.
Wrongo, hooman. I are 100 percents Good Girl.
November 26, 2025 at 2:58 PM
Wrongo, hooman. I are 100 percents Good Girl.
These have a massive PR army, and they're getting dogwalked on this. All you had to say was, "97% of orders are paid in 30 days. Any orders left unpaid are recognized as negative earnings, in accordance with GAAP."
But they chose to inject Enron into the conversation. Why?
But they chose to inject Enron into the conversation. Why?
November 26, 2025 at 1:36 PM
These have a massive PR army, and they're getting dogwalked on this. All you had to say was, "97% of orders are paid in 30 days. Any orders left unpaid are recognized as negative earnings, in accordance with GAAP."
But they chose to inject Enron into the conversation. Why?
But they chose to inject Enron into the conversation. Why?
And, of course, Microsoft, knowing exactly what your technology can do, absolutely will not respond in any way to threats to one of its cash cow products.
November 26, 2025 at 1:13 PM
And, of course, Microsoft, knowing exactly what your technology can do, absolutely will not respond in any way to threats to one of its cash cow products.
You don't HAVE until 2030, bro. So far, 3% paid conversion rate.
What data would lead one to believe that everyone who wants it already has it.
What data would lead one to believe that everyone who wants it already has it.
November 26, 2025 at 1:05 PM
You don't HAVE until 2030, bro. So far, 3% paid conversion rate.
What data would lead one to believe that everyone who wants it already has it.
What data would lead one to believe that everyone who wants it already has it.
It's an incremental improvement for some use cases. Thing here is, GOOGL runs custom silicon, not NVDA GPUs.
You had to expect it. NVDA GPUs are analogous to numeric coprocessors 2 decades ago, just optimized for tensor math (the general case of matrix operations).
You had to expect it. NVDA GPUs are analogous to numeric coprocessors 2 decades ago, just optimized for tensor math (the general case of matrix operations).
November 26, 2025 at 12:10 PM
It's an incremental improvement for some use cases. Thing here is, GOOGL runs custom silicon, not NVDA GPUs.
You had to expect it. NVDA GPUs are analogous to numeric coprocessors 2 decades ago, just optimized for tensor math (the general case of matrix operations).
You had to expect it. NVDA GPUs are analogous to numeric coprocessors 2 decades ago, just optimized for tensor math (the general case of matrix operations).
This was answered 45 years ago, during the first AI bubble.
searle.minds.brains.programs.bbs.1980.pdf share.google/fLdHTwi7Mr7j...
searle.minds.brains.programs.bbs.1980.pdf share.google/fLdHTwi7Mr7j...
share.google
November 26, 2025 at 11:38 AM
This was answered 45 years ago, during the first AI bubble.
searle.minds.brains.programs.bbs.1980.pdf share.google/fLdHTwi7Mr7j...
searle.minds.brains.programs.bbs.1980.pdf share.google/fLdHTwi7Mr7j...