David L
dmclap.bsky.social
David L
@dmclap.bsky.social
Twitter refugee, @dmclap and @GroundRuleSEV2 over there
I think the biggest risk for Nvidia is that some major customer goes under, and their liquidation suddenly frees up the supply constraints on their chips. Given how much order growth is being factored into the stock price, supply increasing and a big source of demand going away could crater that
December 7, 2025 at 3:37 AM
I personally think that a big part of why Casino Royale is so good is because it's not a Bond movie. It skips most of the Bond stereotypes to instead just tell a good spy story
November 14, 2025 at 7:31 AM
Reposted by David L
/3 I am informed it’s normal to get more intolerant as I get older and I think I am absolutely getting less tolerant of other people’s absolute bullshit.
November 11, 2025 at 9:09 PM
Reposted by David L
This is the other one. With fossil fuels, discovery costs rise while tech costs fall, meaning prices stay roughly the same (inflation-adjusted) over time. With electrotech, discovery costs are $0, so the only dynamic is falling tech costs. Victory is inevitable.
November 11, 2025 at 6:34 PM
Reposted by David L
/2 1. Real human beings will suffer from even a brief stay. 2. The government's position is transparently dishonest and in bad faith. 3. The Supreme Court has lost any benefit of the doubt. They have lost the mandate of the heaven that is the rule of law.
November 8, 2025 at 2:43 AM
Reposted by David L
This was a real headline.
John Fetterman Brags That Brain Damage Made Him Abandon Progressives
The Pennyslvania senator sat down with Bill Maher of all people to chat about leaving progressives behind.
newrepublic.com
October 31, 2025 at 12:32 PM
Yeah, there's a much bigger meta story about replacing community bonds with commerce, which is sad in its own way. Though the Christmas lights story can go deeper, too; while it can be dangerous to put up lights, there are plenty of safe decorations. If you're paying, it's for appearances sake
October 28, 2025 at 4:41 AM