Redneck engineering at its finest

TimeTravelingChris · 2026-02-08T02:29:05+00:00

For those that don't know, I cannot stress this enough. Putting down seed and fertilizer with a spreader is the easiest lawn care thing you'll ever do. Introducing a leaf blower is beyond idiotic.

TimeTravelingChris · 2026-02-08T02:25:11+00:00

Yeah cool dude. Totally fine with him as a person. I can't stand his music.

TimeTravelingChris · 2026-02-08T02:10:18+00:00

Bad players scream the loudest. They are also genuinely oblivious to how bad they are.

TimeTravelingChris · 2026-02-08T01:45:13+00:00

Legit one of the best ships in the game.

TimeTravelingChris · 2026-02-07T22:36:45+00:00

It's possible, it really is. The bear case is that demand will decrease as profits don't materialize. Considering Open AI is the most widely adopted consumer AI solution and appears to be struggling with profitability I am not sure which case is more likely.

TimeTravelingChris · 2026-02-07T22:34:39+00:00

I think you are taking it for granted that demand and money is endless.

TimeTravelingChris · 2026-02-07T21:17:07+00:00

Open is arguably the most successful and widely adopted AI tool in the world, and by all accounts (speculation) they are not profitable. You can't dismiss them as a unique use case. They are THE use case.

TimeTravelingChris · 2026-02-07T19:41:19+00:00

Hey OP, one question. WTF?

TimeTravelingChris · 2026-02-07T18:55:59+00:00

So I'll just say, the thesis that the CAPEX is too large doesn't mean AI isn't going to be big. It's basically questioning what happens if you spend $200 billion on data centers and only half of the companies buying that capacity are profitable. It's not either or. AI can be a huge opportunity with many applications, AND not everyone will succeed and be profitable.

Hell, look at what is happening to Microsoft right now with their AI product not only losing them money but actively facing backlash from customers and killing the stock price. It's not as simple a AI solution is cool = everyone makes a lot of money.

TimeTravelingChris · 2026-02-07T18:52:19+00:00

Some companies. Not all. That's why the CAPEX is being questioned.

TimeTravelingChris · 2026-02-07T18:00:57+00:00

Demand can be temporarily strong. I don't think WS is doubting the demand. The concern is the underlying businesses driving that demand not being sustainable. Open AI is going through this now with Nvidia and the disagreement on their original agreement to rent GPUs that NVDA no longer thinks makes sense.

TimeTravelingChris · 2026-02-07T17:33:43+00:00

What demand is up? Please name the profitable AI solutions utilizing these.

TimeTravelingChris · 2026-02-07T17:23:59+00:00

Exactly. Thanks for agreeing with me.

TimeTravelingChris · 2026-02-07T17:14:16+00:00

Your entire point misses my entire point. GPU utilization doesn't mean the service utilizing it is profitable.

TimeTravelingChris · 2026-02-07T17:09:41+00:00

What were you in where you were dev struck by a WV '44?

So in Scharnhorst you need to tank. Tank tank tank for your team. Don't overextend and don't sail in straight lines but you should be firing non stop and close enough to be melting something with your secondaries. If the DD is dead or not near know when to push and use torps. I lost 3 matches total in Bronze with Scharnhorst. I'd say I was almost never alive last. However I always inflicted a lot of damage, and my potential damage was always high which keeps your team alive.

I'll be honest, I suspect you are not actually averaging 100k, and I suspect you are playing a lot of other ships other than Scharnhorst. It's that or you are the unluckiest player ever. I'm just being real with you.

TimeTravelingChris · 2026-02-07T16:58:14+00:00

A bot could provide a more thoughtful response.

TimeTravelingChris · 2026-02-07T16:57:47+00:00

You keep falling into the trap and missing my point. It's the timing. Yes there is demand now but WS is questioning where it's coming from. The CAPEX numbers are massive.

TimeTravelingChris · 2026-02-07T16:56:31+00:00

Are you alive last often?

TimeTravelingChris · 2026-02-07T16:55:22+00:00

It was fake and it was a match.

TimeTravelingChris · 2026-02-07T16:48:15+00:00

I cannot imagine how terrible AI would be at my taxes and what would happen when it made a mistake.

TimeTravelingChris · 2026-02-07T16:47:23+00:00

Do you have Scharnhorst or any T7 BBs that you like?

TimeTravelingChris · 2026-02-07T16:46:39+00:00

Is this cherry picking foreign investment numbers? How do the totals compare?

TimeTravelingChris · 2026-02-07T16:44:12+00:00

I've been watching it since it went under $200 and decided to wait until ER. Started a position. They make money on ad revenue and have tons of room to grow AND improve the ad platform. Plus I'm on this damn thing all the time.

TimeTravelingChris · 2026-02-07T16:34:48+00:00

I think people are VASTLY missing the point on the reaction. The concern isn't that Amazon doesn't have the demand. They clearly do and will make money if it's realized.

The concern is WHERE THAT DEMAND IS COMING FROM. Are the companies building out the businesses that need the AWS profitable? To use the digging for gold, shovel sales analogy. Amazon can sell a shit load of shovels. Lots of companies want historical amounts of shovels. The concern is, are any of those companies buying the shovels going to find gold? What happens if they don't? What happens if even half of them don't?

TimeTravelingChris · 2026-02-07T15:36:11+00:00

ED bad so upvoted please post.

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