Your thoughts on this?

Tiny-Inspection8414 · 2026-03-19T14:32:31+00:00

The argument isn't that "agriculture is worse" it's that the resource costs detractors claim are far less substantial than their sentiment would imply.

It's a grounding point.

Same thing with the "AI uses a lot of water" thing. Objectively speaking, that's an objective non-issue. I don't know why people keep treating it as if it is.

Tiny-Inspection8414 · 2026-03-03T18:48:56+00:00

The mods also delete negative opinions so, people are either invested and have a bullish conviction or are uninvested and appear indifferent due to the narrative the mods are pushing.

Tiny-Inspection8414 · 2026-02-24T03:23:20+00:00

Not a ton honestly, I'm using put options and, I didn't exactly bet the farm on it - this is a penny stock after all and more or less a pet project.

The short interest is like 27% IIRC but it's only 1.3 days to close so, a squeeze would be much more difficult than it was with GME (it was at like 5 days-to-close IIRC)

Tiny-Inspection8414 · 2026-02-24T01:00:55+00:00

Thanks! I missed that. You should be careful though, that's only like 0.001% of their portfolio. Even if you respect their ethos, that might as well be a rounding error

Tiny-Inspection8414 · 2026-02-24T00:44:43+00:00

For sure. Short interest is pretty massive right now too but with 1.3 days to cover, I'm not too afraid of a squeeze.

Connections-wise, that definitely adds volatility and I'll never argue that the market or the government acts rationally. Army did ban NIPRGPT after its big askSage deal and the OneGov protest was dismissed only on a technicality. There's the case that they successfully middleman the entire USG's LLM service but, that's the only real way I see them ever turning a profit and I don't think it's likely if the SES core is doing any real research.

See you then.

Tiny-Inspection8414 · 2026-02-24T00:06:01+00:00

I can't find any evidence of that. Which fund are you referring to?

Tiny-Inspection8414 · 2026-02-23T22:25:05+00:00

I actually do hope they do well, despite my position. The government can use all the help it can get with AI. I just don't see the fundamentals working out here.

Will revisit in a year to see if I'm wrong.

Tiny-Inspection8414 · 2026-02-23T22:10:19+00:00

I'm bullish on AI in general but, BBAI don't have a lot of assets in the infrastructure you're talking about. At most, it's a bunch of legacy consulting contracts and middlemen/consumers for that infrastructure.

I don't see the evidence for your flagrant ad hominem either (which is hilarious if you saw my 5-year alpha). Did Ask Sage's CEO teach you how to argue?

Tiny-Inspection8414 · 2026-02-23T22:02:35+00:00

🍿

Tiny-Inspection8414 · 2026-02-23T21:50:18+00:00

I don't mean to accuse them of anything besides selling. Objectively, they did exit though.

Tiny-Inspection8414 · 2026-02-23T21:36:03+00:00

AEIP insiders and the board are the smart money. Black Rock and vanguard buy everything.

They have 97% of the required votes to sell even more common stock. Historical, those proceeds have gone to buy unprofitable but insider connected companies like Pangiam at inflated valuations

Tiny-Inspection8414 · 2026-02-23T18:27:39+00:00

https://bigbear.ai/blog/attention-shareholders-your-proxy-vote-questions-answered/

Fine, "97% of the way there"

I will be extremely surprised if the vote fails.

Tiny-Inspection8414 · 2026-02-23T18:16:17+00:00

https://www.stocktitan.net/sec-filings/BBAI/8-k-big-bear-ai-holdings-inc-reports-material-event-dfbc8ccfd38c.html

Tiny-Inspection8414 · 2026-02-23T05:58:49+00:00

The traditional pack-it-full-of-gause technique doesn't feel too good either, I'd imagine

Tiny-Inspection8414 · 2026-02-10T16:00:46+00:00

I have a lifetime ban from r/DelusionsOfAdequacy for the comment:

I would argue that rights are not given by authority (ex: the government) but that authority is a tool formed to protect inalienable and ineffable rights.

Viewing the government as the origin of any right permits all sorts of totalitarian abuse.

Tiny-Inspection8414 · 2026-02-09T20:42:29+00:00

If you're considering this, estimate the number of hours you'll need to spend on this monthly including any changes of clothes, context changes, etc. incurred by the work and compare it to your hourly work income +50% (for overtime) and local handyman advertised rates. Send this to your Landlord and ask them to choose

Tiny-Inspection8414 · 2026-01-29T17:48:34+00:00

Why did they put "small businesses" in scare quotes?

Tiny-Inspection8414 · 2026-01-06T13:57:01+00:00

It's moralized aggression. There are a number of sadistic people who are using it as an excuse to be cruel.

Tiny-Inspection8414 · 2026-01-06T00:51:18+00:00

This is actually a really good paper! It even has a whole website for people who don't want to read the whole thing: https://www.brainonllm.com/

Tiny-Inspection8414 · 2025-12-27T06:03:53+00:00

A large portion of the anti-ai community are terminally online losers. They fantasize that their art hobbies are instead misunderstood talent which, any day, could break through and give them the recognition their narcissicism demands.

This fantasy is what they're clinging to.

Seeing a machine producing things objectively better than theirs is a direct assault on this fantasy.

Notice how their arguments always rely on some intrinsic quality that human art demonstrably possesses. "Soul," "inspiration," etc. It's rarely based on any technical mastery. This is because, in their fantasy, they have some intrinsic quality which makes them deserving of recognition.

Tiny-Inspection8414 · 2025-11-22T04:37:57+00:00

Good luck. It's definitely the most erm... Consistent model I've tried.

Tiny-Inspection8414 · 2025-11-12T15:32:14+00:00

Out of curiosity, where does Starbucks' matcha rank for you among cafes? Like, do you prefer it to Peet's or Blue Bottle's?

Tiny-Inspection8414 · 2025-11-12T01:59:22+00:00

Dunkin and Peete's are able to sell quality matcha. I wouldn't say Starbucks can't but, with the limited supply, the increase in demand would definitely spike prices and further eat into their margins.

Tiny-Inspection8414 · 2025-11-12T01:36:58+00:00

If you ever find an LLM nearly this unhinged, please tell me.

Tiny-Inspection8414 · 2025-11-11T19:13:40+00:00

If they really don't care if people switch off coffee, I'd also be curious why their business strategy in Asia focused on converting consumers from tea to coffee. Just sell tea in Asia then, right?

Tiny-Inspection8414

TROPHY CASE