Seems to me the current administration is so inept over there, they’d manage to bungle a genuine bailout anyway and it’d end up just redirecting more cash into their own pockets instead.
December 6, 2025 at 2:19 AM
Seems to me the current administration is so inept over there, they’d manage to bungle a genuine bailout anyway and it’d end up just redirecting more cash into their own pockets instead.
Not even close to an accountant here, but I briefly went down this rabbit hole last week. For Nvidia to recognise the revenue under GAAP I believe the GPUs would need to both exist and be under the customer’s control? They can be held by Nvidia but, mustn’t be intermingled with Nvidia inventory.
November 22, 2025 at 7:14 AM
Not even close to an accountant here, but I briefly went down this rabbit hole last week. For Nvidia to recognise the revenue under GAAP I believe the GPUs would need to both exist and be under the customer’s control? They can be held by Nvidia but, mustn’t be intermingled with Nvidia inventory.
Never seen a tech company more focused! Specifically: Focused on throwing whatever shit they can at the wall in a desperate hope that something hits, because AGI never turned up to tell them how to make a profit.
These guys are the AI underpants gnomes, stuck on the “???” step.
October 25, 2025 at 9:32 PM
Never seen a tech company more focused! Specifically: Focused on throwing whatever shit they can at the wall in a desperate hope that something hits, because AGI never turned up to tell them how to make a profit.
These guys are the AI underpants gnomes, stuck on the “???” step.
This is so stupid, because it flies in the face of all the sales and marketing around “software engineering agents” that would have you believe you will just point them at a list of tasks and have working software pop out the other end.
August 4, 2025 at 11:31 PM
This is so stupid, because it flies in the face of all the sales and marketing around “software engineering agents” that would have you believe you will just point them at a list of tasks and have working software pop out the other end.
Wary of Amazon “helping” after seeing what a joke their in-console “Q” “agent” is. Helping us spend more money maybe. Is this gonna be the year enshittification reaches the infrastructure level?
August 1, 2025 at 4:02 AM
Wary of Amazon “helping” after seeing what a joke their in-console “Q” “agent” is. Helping us spend more money maybe. Is this gonna be the year enshittification reaches the infrastructure level?
I’ve been in tech since 2002. I cannot help but be incandescent with rage at the state of my industry now. We fought so fucking long and hard to shed the grift and bullshit out of the dotcom crash, to build meaningful things, but the last few years just makes me sick. An absolute garbage fire.
April 13, 2024 at 1:09 AM
I’ve been in tech since 2002. I cannot help but be incandescent with rage at the state of my industry now. We fought so fucking long and hard to shed the grift and bullshit out of the dotcom crash, to build meaningful things, but the last few years just makes me sick. An absolute garbage fire.