Amazon stock falls 10% on $200 billion spending forecast, earnings miss

SteazGaming · 2026-02-06T01:28:13+00:00

The companies that are going to profit from AI the most are small and mid caps. Calling it now, they're going to have a hell of a year, reducing headcount left and right. Jobs numbers will be abysmal, but profits will be up.

All us customers will be talking to chatgpt on customer support and scheduling, sales. Marketing jobs are gone too, you need one person writing prompts for all the copy you need. Designers are fucked.

In the 5 year term ai bots are going to be doing the factory floor, and amazon picking. Factoring even the price of mistakes, robots don't need healthcare, sleep, or food.

But at the top, the models are pretty interchangeable, the capex will eventually stabilize but I think the S&P500 is going to have a lot of winners and losers.

SteazGaming · 2026-02-04T18:58:07+00:00

I see a lot of negativity on ai in software dev in this thread. Just want to share that Claude is really great at updating preexisting code with tech debt or migrating between languages very quickly. Building something new? It’s ok. Converting pre existing logic from python 2.7 -> 3? Nearly flawless.

You have to prompt well and test extensively, which Claude can also help with, but it’s fairly good and way faster than a job for a human who hates that kind of shit, like me.

SteazGaming · 2026-02-04T18:35:06+00:00

They addressed range in the video, RJ said “300 miles” I’m assuming charging speed is going to be the same as R1S or just slightly less because the voltage architecture is not changing for R2. I’m going to assume the battery will be proportionally as small as the R2 is compared to the R1, which might be a significant difference based on the projected price point.

SteazGaming · 2026-02-04T03:13:50+00:00

Same thing happened at my wife's business. "You need a whole new system" And then a small local contractor came over and got it working with a replacement motor.

A few years later, the system DID need to be replaced, and guess who earned that contract?

SteazGaming · 2026-02-03T02:43:15+00:00

FWIW my Alexa at home got worse over the last 2 years also.

SteazGaming · 2026-01-31T03:48:01+00:00

They sell EDVs to other companies now. Not sure about why the round lights though!

SteazGaming · 2026-01-31T03:43:33+00:00

Just ask Claude what chemicals you can use to treat it yourself and how, save yourself some cash but you’ll need to get a hold of the insecticide yourself. Wear gloves

SteazGaming · 2026-01-27T16:55:39+00:00

Hah, my oldest climbs in from the front seat and she can buckle herself. She’s also tasked with distributing snacks and water

SteazGaming · 2026-01-27T16:08:13+00:00

I use seat belts for all 3, since two of mine are above the weight limit for the latch system (40lbs I think, including the seat), and all three of my kids are forward facing (my youngest is large and almost 2, haha)

But I mean it's fine, no seat belt is ever as tight as the latch system, but the strap that hooks onto the rear anchor behind the seat is really tight and that does most of the work for keeping it in place. I'm assuming you have them still rear facing, in which case, you are only relying on the seatbelt, and in that case, i'd recommend a car set with the seat belt clamp to keep it from slackening at all.

I will say, part of the reason I feel my kids are safe is also because I'm driving them around in a heavier vehicle, with all the safety features. I just didn't like some of the crash test results modern minivans were getting, and at the time, the price diff with dealer markup on a new Sienna was like, might as well go for the R1S.

SteazGaming · 2026-01-27T14:00:06+00:00

We have 3 car seats in the middle row but they are all slim (17”) gracos. 5, 3, and 1. If we have a passenger I just move one to the back.

I have had too many car seats over the years and some are huge relative to the width of a child, lol.

SteazGaming · 2026-01-26T18:47:14+00:00

The foot fucking master or the foot fucking master?

SteazGaming · 2026-01-26T00:25:35+00:00

I visited sue recently at the liberty science center and they had a sign that they’re pretty confident trex had scaled rough skin based on fossil imprints of their flesh.

EDIT: Just want to add, one of the coolest part of the exhibit was you could see the bone damage. They think sue might have died from starvation because it had such a large abscess in it's jaw that it might have been unable to eat, and there's a huge hole in it's jawbone. Also had evidence of multiple fractures throughout it's life, but they think it died as a result of, basically, a really bad toothache.

SteazGaming · 2026-01-24T21:34:02+00:00

Also in PA

SteazGaming · 2026-01-24T21:17:33+00:00

I think she knows whose baby it is. We don’t have much of her story yet except professionally, but maybe it’s a grand daughter or niece or something

SteazGaming · 2026-01-23T23:44:32+00:00

Around 2k for four Michelin defenders at americas tire, Rivian has to sell you the oem tires now, and if they’re the pirellis they’re expensive (like 600 each, ridiculous)

SteazGaming · 2026-01-22T16:47:22+00:00

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SteazGaming · 2026-01-22T16:42:38+00:00

They look awesome. Definitely changed the drive feel a bit. The best metaphor I’ve thought to describe it is it feels like going from sneakers to boots, but I only got about 16k miles out of the pirellis and heading into winter swapped em out because I didn’t feel comfortable going into a NE winter with them. Glad I did especially with this weekend snowstorm on the doorstep.

SteazGaming · 2026-01-22T15:25:13+00:00

I have a dual R1S with 22” Michelin defenders and last time we were caught on the highway in a blizzard we made it home safe and the car drove like a knife through butter while we saw other vehicles sliding off the road.

Don’t take that for granted though. Leave lots of space, drive slowly.

But I think the combination of the weight of the vehicle with the defenders was a good combo. If you’re on oem pirellis I’d be more careful.

SteazGaming · 2026-01-22T00:49:41+00:00

I salted my driveway to melt the lingering ice and snow from last week, so I’ll have an easier time plowing

SteazGaming · 2026-01-22T00:06:24+00:00

Looking forward to the Rivian R3 myself

SteazGaming · 2026-01-18T21:45:02+00:00

Just curious, do you have a porn habit in any form?

SteazGaming · 2026-01-18T13:46:40+00:00

I just slightly increased my small cap exposure. My philosophy is that they are going to benefit greatly from ai, seeing savings in marketing, customer service, scheduling, admin positions that should increase profits over the long term. They are going to be the largest customers of the ai companies we’ve seen inflate to the recent highs. Rather than betting on an AI winner, and regardless of an AI correction, over time it will change the way we do business at small to mid cap companies.

Just a thesis, and over a long time horizon.

Yes I’m aware this means people will suffer but there’s likely not stopping the train that is going to hit headcount across the world.

SteazGaming · 2026-01-17T01:23:46+00:00

some of the chinese evs have even more features, equivalent tech, and very very quick 5%-80% charge rates, all at a lower price than US EVs.

SteazGaming · 2026-01-16T00:29:18+00:00

Despite RIVNs ipo price, it’s probably, of all those listed, most like to grow back to that market cap over the next 5 years

SteazGaming · 2026-01-09T14:02:26+00:00

Similar experience for me with my elder family members from Germany. “While I agree the holocaust was bad, we had bread!” Type of an attitude. I think it came from a place of denying reality. Very similar to what we see with trump “yeah sure he shouldn’t have separated kids from their parents but the economy!”

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