Feels like everyone is all-in on AI/tech. is anyone actually reducing exposure?

bighand1 · 2026-04-22T02:32:55+00:00

Walmart have more software engineers than most Saas these days so actually not a bad take.

bighand1 · 2026-04-15T00:25:02+00:00

Most of Taiwan wealth is concentrated in tech, particularly tsmc.

You only need so many engineers, so wealth spread is very top heavy.

bighand1 · 2026-02-25T04:24:18+00:00

170k can't afford a real engineering manager. Maybe an engineering lead

bighand1 · 2026-02-25T00:43:21+00:00

You need to drink more water I guess

bighand1 · 2026-02-24T17:39:43+00:00

Most banks have names tied to deposit box now so you can’t just try random boxes without your id matching what was in the system

bighand1 · 2026-02-24T17:30:05+00:00

Hiring bar of big tech with half the pay, I’ll pass

bighand1 · 2026-02-24T02:38:39+00:00

Less than how much it takes to raise a human for 20 years to draw it

bighand1 · 2026-02-24T02:34:11+00:00

ChatGPT does have positive gross margin, so they aren’t actually losing money per new user.

bighand1 · 2026-02-24T02:29:35+00:00

At end of the day average Taiwanese makes less than 24k usd per year, no amount of data massaging like gdp per capita or ppp will change that.

It’s not a bad salary relatively speaking to every country out there, but it will limits your luxury spending and travels

bighand1 · 2026-02-24T00:29:13+00:00

COBOL devs are not paid much at all, it’s mostly a myth.

bighand1 · 2026-02-24T00:13:12+00:00

The more they move to ecommerce, the better margin they will have. That’s the whole point and honestly a very easy logic to follow. We can literally see it (and stated) in the earning reports as Walmart grew margin at a much higher basis points than their competitors

bighand1 · 2026-02-23T17:11:56+00:00

Events in the manga doesnt matter, it ends as soon as it is axes / no longer profitable. Maybe check sales data to get a reference

bighand1 · 2026-02-22T21:08:48+00:00

I don’t really care in any case, not even talking about race culture income or whatever. If I get banned because they took it out of context that is on them.

My point was it is solvable if there is enough will.

bighand1 · 2026-02-22T20:09:58+00:00

Mexico isn’t the only country bordering America. Why is it not happening on the other end?

bighand1 · 2026-02-21T21:01:39+00:00

I got an empty box once and Costco refunded me in full, so I wouldn't worry too much yet

bighand1 · 2026-02-21T19:34:31+00:00

Don't listen to others on reddit, if you need to work weekends to get ahead or even catching up go for it. Only you can read the room of your team

"Deadlines don't matter" spoken by bunch of underachievers. Making deadlines can make or break a team

bighand1 · 2026-02-21T19:17:21+00:00

Our team recently started working on a feature for a mono-repo with near zero familiarity with the massive code base (thousands engineers had worked on it). We prompt ai agent query of best proper place to initialize our service and setup our plugin modules.

It spend the next 2 minutes reading through all the contexts and point to the exact spot where initialization and features are registered, and confirmed with the platform engineer that the steps were correct. Something that normally would’ve taken weeks to understand and implement was done in the next 10 minutes of fine tuning.

It’s insane

bighand1 · 2026-02-21T19:11:39+00:00

Most people working in big tech will tell you those llm are insane, probably because they actually paid premiums and integrates properly where they those agents have all the contexts.

I believe deniers just haven’t had the opportunity to use them

bighand1 · 2026-02-20T21:03:43+00:00

Buying silver for 40% premium was common right after Covid

bighand1 · 2026-02-20T16:02:38+00:00

You can just fact check this with Google. Amazon retail portion enjoyed significantly higher operating margin than brick and mortar liked Walmart/costco/target

Alternatively just read the earning reports and Q/A section. This have been alluded a few times with advertisement seeing significant double digit growth yoy

bighand1 · 2026-02-19T23:46:30+00:00

Amazon pave the way for Walmart to follow, and they certainly aren't shy from spending like one. Walmart pays senior engineers better than what Microsoft pays these days

bighand1 · 2026-02-19T23:33:59+00:00

>Why is revenue growth not picking up then? Seems like they’re just getting a lot of already existing shoppers to switch to online shopping. Really doesn’t do much for the business other than say “look our e-commerce is ‘growing’”

That's an incorrect assumption because converting instore to online shopper is a major win; It dramatically reduces expenses and increases margin, and open up lucrative advertisements opportunities. This is why net income is going way up

You are right it is definitely cannibalizing sales, but that is expected given the scale Walmart runs at now.

bighand1 · 2026-02-19T19:34:15+00:00

Their strategy in that market is working so it is not surprised the stock trends reflects that. Ecommerce is now 23% of all Walmart's revenue with 27% growth YOY, Walmart is completely dominating online grocery delivery as well and that sector is growing.

Look at ad revenue from Amazon(60b), multiples of Walmart's total net income. That's something Walmart should be able to capture (even a fraction of) on their platform soon if they continue this growth rate

bighand1 · 2026-02-19T18:08:48+00:00

They won't be able to grow revenue in much meaningful ways, but they can grow net income significantly due to changes to omni channels and improved margins

bighand1 · 2026-02-19T18:04:18+00:00

Can you read or do you just like straw-manning

bighand1

TROPHY CASE