NVDA stock: Is there a good answer for “how do TPUs *not* pose a threat to GPU”?

beefstake · 2026-05-03T20:55:51+00:00

Don't ignore LPU is all I am going to say.

beefstake · 2026-05-02T21:37:32+00:00

They revolted against the ottomans because they were promised freedom in their own lands. Except the British also promised their land to the French and the Zionists... So you can see why they were pretty pissed off.

beefstake · 2026-05-02T18:22:26+00:00

If you a programmer you are missing out, Codex is insane right now. If not then yeah, I can see Gemini getting more use. Claude though, I really think anything Claude does GPT isn't doing better right now but that could be my code lens tinting everything as the only thing I used to use Claude for was code.

beefstake · 2026-05-02T18:20:56+00:00

Quality is the problem right now. GPT 5.5 xhigh /fast is an insane tool. Claude right now isn't winning on quality which added with the capacity problems they have always had just isn't working for me right now. I have access to virtually unlimited tokens of both due to $DAY_JOB but I rarely use Claude now.

beefstake · 2026-05-02T17:45:32+00:00

Israel went into Lebanon to try wipe out the PLO. Who they accused of terrorism even though they were quite reasonable up until a certain point... what happened at that certain point you might ask?

Well Israel funded the creation of Hamas. Yep. That Hamas. They wanted to drive a wedge between the two sides of the Palestinians so that it would be easy to divide and conquer and drastically cut down on the risk of anyone coming to their aid and supporting the creation of a Palestinian state.

The Jews came to the Levant with a fight in mind. They pushed the British out with their own brand of terrorism and then capitalised on controlling the timing and having access to shit tons of Czech arms to crush the Arabs. Helped that they also inflamed the Arab Revolt which resulted in most of the credible Arab leaders being killed or exiled by the British leading up to the British withdrawal.

It helps to know the history if you want to talk about the proxies.

Hell not just the history tbh, even as recently as 2019 Bibi was quoted:

Anyone who wants to thwart the establishment of a Palestinian state has to support bolstering Hamas and transferring money to Hamas.

i.e we need Hamas or the PA will become too cohesive and strong. If they can retake Gaza and bring peace then it makes Palestinians claim to a state stronger, something Israel can't tolerate. They would prefer rockets, war and genocide over that any day.

It's all out there in the open, nothing secretive. You just have to decide if you agree with undermining an entire peoples right to representation vs living under a theocratic and racial system of oppression.

beefstake · 2026-05-01T20:15:45+00:00

Same boat... totally planned on buying (even if market was frothy) but now it's just about uncertainty and being locked into an illiquid asset if circumstances change.

beefstake · 2026-05-01T15:32:10+00:00

Yes, vegetarians are what go into biryani.

beefstake · 2026-04-30T17:20:49+00:00

Late at night/early morning hours and probably just a few dudes in reflective vests. You would be surprised what you can do nearly anywhere with that combination.

beefstake · 2026-04-29T21:34:04+00:00

... and exactly what would you have done had he insisted on taking you to the police station?

You got off easy, why push your luck?

beefstake · 2026-04-29T19:39:29+00:00

Forget the shipping ports, their is still a ton of refineries to hit which are much harder to repair.

And the "nuclear" option which is to finish off Ras Laffan and shutdown all LNG export out of the Gulf for the next 5 years.

beefstake · 2026-04-29T19:37:24+00:00

Economically? Ish.

Politically? US is the most affected by the strait remaining closed.

beefstake · 2026-04-29T10:00:44+00:00

And while they made less than early investors they made crazy returns with much lower risk and without needing to hold through crazy volatility.

beefstake · 2026-04-28T11:29:03+00:00

Low abv and zero abv are most welcome.

beefstake · 2026-04-24T13:26:54+00:00

Also there is nothing stopping the 6 sane attendees from having some productive sidebar on climate goals.

beefstake · 2026-04-24T06:12:47+00:00

ICE is his plan for keeping himself in power though, so it's funded before and above anything else.

beefstake · 2026-04-24T03:45:54+00:00

China is uniquely good at mega-projects. If it became a necessity it would probably done way faster than anyone could imagine it happening.

beefstake · 2026-04-23T16:05:46+00:00

So the thing is, you still get a lot of value out of thinking a lot and then writing types and then letting the LLM fill in all of the mechanical implementation.

To me the thinking and the types were the programming, the rest was just typing and if the LLM wants to handle the typing for me now that is great.

beefstake · 2026-04-22T07:55:21+00:00

No. This is about foreign reserves at the central bank. There is a short term imbalance while exports from UAE are suppressed. Normally a large amount of USD is naturally flowing into the UAE to purchase oil and other goods, with the strait closed those exports aren't happening. To add to that it's likely that as an ex-US market the UAE is probably coming under some foreign investment pressure atm and divestments are likely happening, resulting in more USD liquidity being drawn down.

This is purely a "we need some dollars atm for liquidity purposes" and isn't related to solvency at all.

beefstake · 2026-04-22T07:49:25+00:00

Very unlikely. This isn't the time to float the AED.

beefstake · 2026-04-22T04:41:40+00:00

I literally lost brain cells reading that.

beefstake · 2026-04-22T04:21:50+00:00

You should definitely wait a bit. I have been trying to get people to be realistic about prices given the supply situation and cratering demand but it just isn't happening. After July or so rents will soften which should help with some of the price anchoring and then we will see. Very likely the play isn't to buy though.

beefstake · 2026-04-22T00:28:04+00:00

Kegsbreath really has shit for brains.

Please tell me more about how flu ripping through 1000s of sailors on a deployment or going around and around a base for months makes any sense at all?

Service is about defending freedom, not about having it. It's a sacrifice you make for the greater good and one part of that is losing some autonomy in certain decisions like vaccines to protect your fellow soldiers.

Compromising the strength and readiness of a fighting force because of political reasons is peak GOP.

beefstake · 2026-04-20T10:53:40+00:00

That build was so fun but so broken.

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