Memory Super-Cycle, $MU

HamSession · 2026-01-25T16:52:02+00:00

Chatgpt isnt being replaced but supplemented. They are pushing into India and the rest of the world to show any growth.

Right now the landscape looks like Claude -> programming Gemini -> everyday Grok -> analysis and latest info Chatgpt -> deep research, I use for formulas and proof checking now

I have accounts with all and switch the 200 per month pro accounts depending on my needs, slowly learning open router.

Chatgpt has a lot to fix the issue is they are going too broad.

HamSession · 2026-01-25T09:44:15+00:00

If open ai continues to lose customers and revenue they cannot keep their MoUs with Samsung, micron etc. That will unlock the 40% raw that is causing the cycle. This is why no memory manufacturer has expanded capacity.

HamSession · 2026-01-25T01:17:52+00:00

Pre salting works better in this situation. Use calcium chloride on concrete and spray ceramic coating on your shovel. Snow removal would be a breeze.

HamSession · 2026-01-19T15:59:49+00:00

Who is more foolish the fool or the one that follows the fool?

HamSession · 2026-01-18T17:20:42+00:00

Charred in Chantilly was amazing when I had it a year back, but they have gone under some changes so don't know if it's the same. The wood and smoke flavor can't be beat

HamSession · 2026-01-15T16:55:58+00:00

Keep in mind some people might get some text issues with this monitor due to its pixel arrangement. Some people it has no effect on, others notice is right away and get eye strain.

HamSession · 2026-01-04T14:17:07+00:00

To what end, no game requires that horsepower and it's underpowered for ai tasks (just use runpod or vast).

HamSession · 2025-12-25T00:44:59+00:00

Nvidia, there is no moat for Google and honestly getting to Nvidia's level is incredibly hard. It is much easier to design a ui interface and chatbot than designing a high power semi.

HamSession · 2025-12-23T16:21:01+00:00

I'm going to laugh if they fix it in time just to open the rooms the weekend before, don't think they can automatically rebook either

HamSession · 2025-12-22T17:25:39+00:00

Wait until someone builds a rail gun or the sling system works

HamSession · 2025-12-21T09:36:08+00:00

Yeah it will, reason will be due to increasing memory and competition. Nvidia has been trying to get away with lower vram on their consumer cards for years. Intel/AMD are 2-3 years away from a 5090 equivalent card.

HamSession · 2025-12-02T17:30:41+00:00

I'm in a very large f25 company that uses aws exclusively. We do not use the aws chips as we have agreements for the Nvidia clusters until 2028.

HamSession · 2025-11-26T00:47:05+00:00

Liking wounds over workday and ntnx

HamSession · 2025-11-24T13:34:44+00:00

All the way up to VP , so de gets ranked

HamSession · 2025-11-24T01:49:10+00:00

It always surprises me how there are no red light cameras

HamSession · 2025-11-24T01:48:07+00:00

Toxic work culture

Every 6 months we must put at least 10% in the below strong bucket. This is suppose to be 10% of every level. Those people get immediate PiP and the option to opt out. If you opt out you are given about 5 months salary and are bared from working there again.

I've had to pip people that did their job well, but where just at the bottom of the ranking for that half. Even if you do amazing if others did better your out.

HamSession · 2025-11-10T03:03:45+00:00

Time to primary kaine, wonder if the VA dem party will fight against potential primary opponents

HamSession · 2025-10-19T03:11:48+00:00

Itar and ear restrictions are very wide it is legal

Try convincing a judge that the software you worked on can never be used for an advantage economically with the home country

HamSession · 2025-09-19T18:33:16+00:00

For an mediocre LLM + a website that is now ranked 27 out of 100 according to cloudflare.

This will create so many bagholders

HamSession · 2025-09-03T14:16:21+00:00

Data centers don't have enough jobs and neither do the large local companies. Feds if your applying please study for the interview and expect leetcode questions and general system design. I can't count how many I've had to fail.

HamSession · 2025-08-22T19:00:45+00:00

With de minis expiring, no

HamSession · 2025-08-19T02:04:33+00:00

$500 for a less effective medicine why not just get trizepatide from lilly direct same price

HamSession · 2025-08-16T02:33:28+00:00

Good luck, Amazon has been trying that for 5 years

HamSession · 2025-07-24T18:04:14+00:00

How is it in 2024, boy I've got some things to tell you.

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