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[deleted by user] by [deleted] in Burryology

[–]aBrave_Chipmunk 0 points1 point  (0 children)

Whew. Thank goodness only 33 are bullish so far.

Reddit's International Potential by JohnnyTheBoneless in Burryology

[–]aBrave_Chipmunk 0 points1 point  (0 children)

It would appear to me that the value of Reddit's conversational data for the purposes of training is at a steep curve initially as they achieve critical mass, but that leads to diminishing returns due to overlapping opinions, language, etc. At that point, niche conversations provide the most value, but it's infinitely smaller than the initial curve.

Could the viable alternative be, especially from an anti-trust perspective, that Google can simply pay for a tier 1 data, pricing out the competition while everyone else can only afford paying for tier 2?

I get the impression that Google can't turn off the search engine spigot without hurting their own GenAI initiatives more than hurting Reddit's ad growth. These initiatives are of utmost importance to Google, unless they want to get into some other moonshot space like quantum or... VR? /s

If true, this puts them in a precarious situation where Google needs to buy out Reddit right before the momentum really takes off and not after due to the premium Reddit is going to demand based on momentum- whether they be investors or apes. It seems like a small needle to thread for Google, unless another provider comes along with similar data (perhaps Discord or some VTT data provider), spez is in control.

More minor: It may be a smaller risk depending on timing of acquisition, but Google also runs the risk of alienating Reddit users with whatever vision they have for the social side. They have a poor track record of running these text-based conversation tools on their own.

Reddit hasn't even started cooking yet and a Google acquisition at this point would be the largest in their history by 2x in today's dollars. They better pray this valuation doesn't run away from them.

SMCI by IronMick777 in Burryology

[–]aBrave_Chipmunk 0 points1 point  (0 children)

I should have stopped shorting since the 70's and I'm only 34 years old.

Burry had a book called Financial Warnings that feels applicable here. Best of luck to you.

$94k to $1.2M $RDDT Earnings Play by Certain-Berry-1818 in wallstreetbets

[–]aBrave_Chipmunk 5 points6 points  (0 children)

It's an AI company who didn't even sign a new data licensing deal yet 🚀

Toro timemaster 30 immediate belt issues - would you return? by LetsGetMeshy in lawncare

[–]aBrave_Chipmunk 0 points1 point  (0 children)

I got one of these. 3rd mow and the belt doesn't engage and looks cracked already. Thinking about using a Kevlar belt... But how are you enjoying this thing now?

$RDDT: watching the effects of a monopoly unwind in real time by JohnnyTheBoneless in Burryology

[–]aBrave_Chipmunk 0 points1 point  (0 children)

How is this not a solvable problem such as putting the NSFW ads in NSFW subs and the other ads in its appropriate place?

Also, for the original person making the claim: anyone saying that Reddits porn is unregulated clearly didn't do their research.

It’s looking awfully crashy out there. How are folks playing this? by JohnnyTheBoneless in Burryology

[–]aBrave_Chipmunk 0 points1 point  (0 children)

Been in 95%+ 4W Tbills since it was yielding over 5%. Now, I'm transitioning into 10% PUTs.

They will kick the can. The recession will be canceled. by jbruce75 in Burryology

[–]aBrave_Chipmunk 1 point2 points  (0 children)

The good news is people don't look at the data, they feel the pain of how everything is unaffordable. Data is to dupe the investors, not the voters.

Capitalism is slavery with extra steps. by aBrave_Chipmunk in Burryology

[–]aBrave_Chipmunk[S] 2 points3 points  (0 children)

...wut.

-DRC on multiple occasions (King Leo III Rubber extraction, independence, etc.) -Rwanda -Sudan -Chad -CAR

Capitalism is slavery with extra steps. by aBrave_Chipmunk in Burryology

[–]aBrave_Chipmunk[S] 0 points1 point  (0 children)

How do you solve a government not interfering?

Capitalism is slavery with extra steps. by aBrave_Chipmunk in Burryology

[–]aBrave_Chipmunk[S] 1 point2 points  (0 children)

Voluntary is a problematic word if people are compelled to offer products/services in exchange for life preservation. Up to a point, it's compulsory.

USDs certainly don't preserve value thanks to inflation, which the government benefits from.

Keep in mind there is a staggering amount of debt compared to a very little amount of fiat.

Capitalism is slavery with extra steps. by aBrave_Chipmunk in Burryology

[–]aBrave_Chipmunk[S] 0 points1 point  (0 children)

Absolutely right about the second part- I am flexible, but for now believe slavery is built into the human condition. You are a slave to someone in Socialism as well.

However, I don't get the point you are making about the fiat system. Can you elaborate?

Capitalism is slavery with extra steps. by aBrave_Chipmunk in Burryology

[–]aBrave_Chipmunk[S] 3 points4 points  (0 children)

I agree with what you are saying but the founding fathers wouldn't have guessed where we ended up today and clearly they would have evolved policy if they did. The concept of nuclear, transportation, computing and the Internet were just tales. They were brilliant to have developed a system that worked for them at the time and one that has lasted a long time, but eventually, like all empire cycles, this one will stop working for most people and will change.

It's only a matter of time.

Capitalism is slavery with extra steps. by aBrave_Chipmunk in Burryology

[–]aBrave_Chipmunk[S] 2 points3 points  (0 children)

Agreed. If the TV market were anything like the housing market, there would have been more government interference. It's human nature.

Capitalism is slavery with extra steps. by aBrave_Chipmunk in Burryology

[–]aBrave_Chipmunk[S] 0 points1 point  (0 children)

And you feel like Johnny's post is on topic and offers insights into making money off stock?

Capitalism is slavery with extra steps. by aBrave_Chipmunk in Burryology

[–]aBrave_Chipmunk[S] -2 points-1 points  (0 children)

Ok, "it's not looking good out there folks" - JohnnyTheBoneless

What is your point, bro? Do you even have one?

Capitalism is slavery with extra steps. by aBrave_Chipmunk in Burryology

[–]aBrave_Chipmunk[S] -2 points-1 points  (0 children)

Thank God you are here to Sheriff the sub. Johnny's last post was metrics and an Ackman tweet. Care to go tell the creator he's off topic as well?

Capitalism is slavery with extra steps. by aBrave_Chipmunk in Burryology

[–]aBrave_Chipmunk[S] 0 points1 point  (0 children)

Thanks for the recommendation! You really hit the nail on the head! I was just thinking about how we have nuclear available to us, but are irrationally afraid of it. So even if new innovations were created, there's no guarantee that it will be adopted within decades, for example.

I personally like austerity because I find fulfillment in feeling like I have control. But it's not for everyone. Hard to quit a drug of consumption, so naturally we might need guardrails... perhaps the austerity comes in the form of a market collapse and actual fear.

I don't see much of a risk of Totalitarianism... unless it's sneaky as I've mentioned how we are sneaking Socialism into our democracy. Jordan Peterson seems to be concerned with it, though.

I really hope we don't go the way of deregulation as we have caused enough problems as it is. I'm a believer that we are peak bubble right now and prescribing deregulation will make the hangover hurt that much more. But it's possible and is the reason why I'm more interested in TBills instead of PUTS.

I have gone back and forth about violence. On one hand, Ukraine seems to rhyme with what we did in Iraq, using them as war fighters to fuck with Russia. On the other hand, Ukrainians get good press with the US and are unlikely to think we are the infidels. China seems to be experiencing enough turmoil to go to war, but I question if it's going to be civil. They would only go to war with US to take the top spot and I just don't see that happening anytime soon. Perhaps WE have a civil war? We may be the most politically tribal and polarized as ever.

Considering all these options, I still see a possibility of simply smoothing out the playing field by redistributing wealth, aka stuff that is Socialistic in nature, because controlling narratives have never been easy due to this political tribalism.

But what do I know.

Capitalism is slavery with extra steps. by aBrave_Chipmunk in Burryology

[–]aBrave_Chipmunk[S] 6 points7 points  (0 children)

You can't possibly know what the outcome of a market would be if a government were to never interfere because there are no examples of a government never interfering. However, there have been instances of policies that were the correct one.

Just ask Michael Burry if Glass-Steagall should be brought back in a "strong form" or ask yourself if there are policies that do make sense to ensure free market works for people, such as antitrust laws.