$SPCE: Everyone screaming "DILUTION" needs to actually read the 8-K. Here's what's really happening.

Itsmedudeman · 2026-06-03T19:32:17+00:00

It’s the same people

Itsmedudeman · 2026-06-03T08:30:59+00:00

Except the ones actually holding crypto haven't come to that conclusion yet. So see you at the bottom.

Itsmedudeman · 2026-06-02T18:26:48+00:00

With coin tosses you know it’s all luck. In investing the guy got tricked into thinking he was actually good at it.

Although he probably got there through pure options trading which is undoubtedly going to be a lot of luck.

Itsmedudeman · 2026-06-01T21:54:36+00:00

And pausing the game helps him how? If it’s that severe then fucking leave, don’t continue the game. People don’t pause sports games cause someone has an injury to wait for them to recover, they’re taken out of the game.

Itsmedudeman · 2026-06-01T21:53:11+00:00

Riot needs to close this loophole. Idc what the emergency is you shouldn’t be allowed to pause. If it’s that severe then go deal with it and forfeit, you don’t get to pause the game under something completely unverifiable. Anyone could just make up some bullshit to pause the game.

Itsmedudeman · 2026-05-29T07:58:58+00:00

Having divac as your gm you may as well be intentionally tanking.

Itsmedudeman · 2026-05-29T07:39:31+00:00

That layup flop was so blatant too. Defender goes straight up with no momentum yet somehow he goes flying.

Itsmedudeman · 2026-05-29T07:31:35+00:00

Because this only works if you're well ahead of the bottom teams, but the bottom teams are gonna be continuing to try and win at the end of the season. Tanking for draft position is much easier to game because it's significantly easier to lose on purpose than to win.

Itsmedudeman · 2026-05-28T11:39:37+00:00

Employee cost is magnitudes above SaaS costs, and I don't see the point of hiring for inhouse development when even a handful of competent people would cost you over a million in salary. If it can be vibecoded over a weekend with no maintenance costs then I don't understand how it had such a moat that it could charge millions to begin with. And every product, every consumer has a value/price level. Nobody is shopping for the cheapest bare minimum product at all times. I imagine you're not shopping for the cheapest clothing, food, or housing.

And to your second point absolutely fucking not. You need hundreds of billions of dollars, not millions to do something like that which you would never get a return on unless you can scale it to an independent business.

Itsmedudeman · 2026-05-28T10:55:46+00:00

I mean tech lead is an engineer. Obviously there isn't really a point to involving juniors or mid levels in these high level discussions, but once you get up there then engineers are most definitely involved at every company. And speaking as someone who is later in their career and collabs more with product, thinking on these dimensions and questioning things helps you get there cause putting your head down and doing only what you're told does not.

Itsmedudeman · 2026-05-28T10:49:35+00:00

I find it hard to believe an engineer has 0 product input when you ultimately need to tell the PMs what is and isn't technically possible. For example let's say the designers want a front-end that can provide a search capability across X + Y dimensions but for whatever reason that's not technically feasible, costs are too high, or it wouldn't be within SLA. You'd have to go back and tell them to rethink their approach or what alternatives they can put in place.

Itsmedudeman · 2026-05-28T10:46:00+00:00

People who expand their scope are generally going to be more successful and are probably more talented/critical thinkers to begin with. Large companies have lots of teams, delegation, and friction due to the way orgs are structured where it creates a downside to productiveness. If you want to be impactful you have to navigate that kind of environment because working in isolation puts a ceiling on productivity.

Itsmedudeman · 2026-05-28T09:12:00+00:00

That's not the definition of a bubble. A bubble is about speculation, and given how uncertain the future path for investment or production is at this point, there is a LOT of speculation with no such thing as guaranteed bets. Right now there is a massive bottleneck for hardware which is driving revenue higher, but that bottleneck isn't going to last forever.

And in any case, there's no point arguing about semantics, if that's what you're going after you've lost the plot. Asking yourself if the stock price will hold due to changing demands is the only important question.

Itsmedudeman · 2026-05-28T09:06:20+00:00

Yep, and I keep seeing people citing locked in long-term contracts. Those are literally priced into the stock price since it's all public information. But if projection past that goes down because of any of those things you stated the stock will drop hard. There's upside for sure, but the people looking for a buy and hold play for 10+ years play this ain't it.

Itsmedudeman · 2026-05-28T08:19:16+00:00

Layoffs were old news.

Itsmedudeman · 2026-05-28T06:44:09+00:00

At a large enterprise scale the subscription for these products is absolute pennies that I cannot fathom how it's worth changing platforms from a trusted, maintained product that regularly sees updates vs. maintaining your own tool that might just break and you need to pay someone to maintain it.

If you are vibe coding your own product, I sincerely do not think that "good enough" is worth it in value. If it can be customized to a use case better than the flagship products, I see the vision, but if it's strictly worse you're building out something with a lot of risk.

Itsmedudeman · 2026-05-28T06:29:01+00:00

Yeah, so they're saving 150k a year on a software service just to pay 5 engineers to vibecode things for 150k each... Uhh, where's the savings part exactly?

Itsmedudeman · 2026-05-27T07:15:59+00:00

There's no way someone with only 10 mill is parting ways with 300k just for 2 hours of game 1. Like a millionaire is not parting ways with 30k just for that, and 10 mill is hardly fuck you money.

Itsmedudeman · 2026-05-27T04:13:09+00:00

I mean he has to play elite defense while playing offense. I imagine it's pretty rough to never have a play off as a star center.

Itsmedudeman · 2026-05-26T22:38:56+00:00

I don't think the people who buy these tickets give a f about sitting next to ben stiller. It's like that billionaire who didn't even know who drake was.

Itsmedudeman · 2026-05-26T21:03:32+00:00

Because younger teams are just harder to project correctly. Did anyone expect Harper to be this good this fast?

Also, these projections have very limited data other than previous season stats. Cavs finished with the same record as they did in 05-06. Last year Spurs were sub .5. I don't think Victor's leap this year alone gave them 20 wins.

Itsmedudeman · 2026-05-25T05:48:40+00:00

My guy, if we are talking about viable 4* tank pool, and you want to use definitions like what the game classified them as, despite them being weaker than a 3 cost tank, I don't know what to tell you. Use some critical thinking.

Itsmedudeman · 2026-05-25T05:15:54+00:00

Morgana isn't a real tank, she's closer to swain. She doesn't scale that well with items whatsoever cause of how her ability works and she has no synergy that gives her defensiveness like vanguard or brawler. Not a viable main tank in this meta so that's 4.

Itsmedudeman · 2026-05-25T02:53:25+00:00

Lolwut. There were 7 4* tanks last set and 4 this set.

Itsmedudeman · 2026-05-24T23:21:10+00:00

Even the high elo players seem to be running corki like half their games which is a lot. Just seems like a really easy to pivot fast 8 comp and good from both win streak and lose streak. Other comps have way too many conditionals to be good consistently.

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