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thorhammerz

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About thorhammerz

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  1. If Beijing has to make a choice between state cohesion (in other words: nothing short of the continued existence of the CCP) and integrating with the rest of the world... they will choose the former every single time. The general population is in their political calculus, expendable (a reminder that China has an excess male population they will need to "solve" sooner or later). There are a limited number of physical connections (e.g. undersea cables) connecting each major geographic region with the rest of the larger network. They can be cut (or as currently, sat on and extensively monitored). The only question remaining is whether countries such as China or Russia will act to cut them first on their end.
  2. So long as speculative execution is a thing on the architecture (whether it's on x86 or ARM, whether it's built by your favorite red or blue racing team), there will always be an attack vector waiting to be revealed by the game of cat-and-mouse.
  3. "Early access" ... turning traditional cost centers (play testing) into revenue streams.
  4. Which is why I frame the fine as a cost-of-sales input... because large companies treat most regulatory wrist-slaps as merely that.
  5. Twitter does not generally generate a profit, cute financial engineering notwithstanding. That being said, their revenues in 2019 were in the 800MM to 1,000MM ballpark, per quarter (slash that by some 25-40% for 2020). Which means the fine effectively translates into a cost of sales (e.g. how much money spent to get a dollar back) of 250MM, (effectively amortized) over the past 10 (or however many it gets to by the time the FTC drops the wrist slap) years twitter has been monetizing data they should not have been monetizing.
  6. I'd think of it less as a settlement, and more as an arbitrary tax rate on foreign companies operating within China, to be tacked on as political needs dictate. Today it is 28MM over some years-old tech from a (pseudo) private entity. Tomorrow it may well be 280MM from a regulator on pain of losing market access to the country.
  7. They'll pretend to work so long as the party pretends to pay them .
  8. The sentiment is mutual, but I digress. Have a great evening (or morning / afternoon) .
  9. What many from the consumer POV generally do not acknowledge, is that those who start businesses, innovate, and continue to innovate, do so as primarily a means to an end (that is, the construction of personal wealth not otherwise obtainable from a 9-5 job). Moving the world forward is a welcome byproduct, but a byproduct it remains so long as the financial incentives (to the degree they exist in our current economic structure) exist. The more cynical would call this "reaching for yield" by (primarily) the GenX'ers and older millennials as a function of the demographics structure (T-bills into bonds, bonds into stocks, stocks into private equity / venture capital / self-startup, etc). Hey, if you choose to believe humans prioritize the good of the whole versus the good of the self, you are most welcome to. The European experiment has been useful in many regards on that front - a shame it's about to implode .
  10. Show one the incentives, and one will be shown the outcomes . Humans are self centered first and foremost as a biological instinct.
  11. I entertain the notion that the price-points when announced might just be Jensen doing the napkin math just before going on-stage .
  12. Nothing gets the message home like the resignation of an entire engineering team .
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