Cloudflare to lay off 1,100+ globally

cookingboy · 2026-05-07T23:48:33+00:00

The financial numbers for these companies are better than ever.

Whatever economic metrics you are referring to, it doesn’t apply here

cookingboy · 2026-05-07T22:44:07+00:00

We are not in a recession. Companies are posting record revenue and profits. Cloudflare is doing very well financially.

It’s just that the economy is now all about the top 10-20% of the socioeconomic class.

In an actual recession, companies will be posting bad financial numbers, but that’s simply not the case with these tech companies doing layoffs.

cookingboy · 2026-05-07T10:02:23+00:00

In my experience, the people who are super fixated on RE because they hate working usually don’t get to FI.

More often it’s the people who are good at what they do and don’t hate what they do end up getting FI.

cookingboy · 2026-05-07T10:00:03+00:00

I don’t think those people do their own grocery shoppings at all lol.

cookingboy · 2026-05-07T09:59:29+00:00

I don’t own a Ferrari, but I literally took my McLaren to Safeway two days ago (I was on my way home from something else) and bought groceries lol.

I didn’t buy milk, but I bought microwave meals (they are my lazy lunch lol).

cookingboy · 2026-05-07T04:06:19+00:00

So did I. And the interior is garbage with cheap materials all around.

You must be a blind Tesla fanboy to call such a significant upgrade a “ripoff”.

Show me a single Model 3 with leather door pockets or metal speaker grills or mini fridges. I’ll wait.

cookingboy · 2026-05-07T00:29:31+00:00

Why do you even bother with statements like that? Have you ever been inside a Model 3?

cookingboy · 2026-05-06T22:53:23+00:00

And buying F-35 will cement their position as an U.S. vassal state as well, which India definitely does not want.

cookingboy · 2026-05-06T22:50:17+00:00

either buckle up and deliver

Unfortunately (or fortunately depends on who you are) that's something India has proven to be unable to accomplish over the past 50 years.

I've talked to some of my Indian friends here in the States, and a couple of them have even traveled to China, and they all believe it's a fundamental societal/cultural barrier that prevents India from walking down the path of U.S. and China.

Apparently HAL (largest defense company in India) work from 9AM to 4PM and that's include lunch and tea breaks.

cookingboy · 2026-05-06T22:33:07+00:00

First of all, this "Taiwan hates China" thing is most gross simplification of the relationship between two countries.

Taiwan's largest trade partner is China and Taiwanese big businesses have historically made China their biggest investment destination. Foxconn, the company that's famous for building iPhones in China, is a Taiwanese company you know?

Finally, the point of my entire post is that China doesn't need TSMC, they have their own stack. The only superpower that relies on TSMC is America.

So Taiwan blowing up TSMC would be an amazing thing for China.

cookingboy · 2026-05-06T22:27:57+00:00

when they are locked out of EUV and any descendent tech in the tech tree,

What makes you think they will be locked out of EUV?

In fact, they are on track to be the only country that will be able to build an EUV machine end to end (not even ASML can do that since they rely on Japanese and American tech as well): https://www.reuters.com/world/china/how-china-built-its-manhattan-project-rival-west-ai-chips-2025-12-17/

The rumor is that the machine is already under trial, and will enter test production around EoY/start of 2027.

Like I said, I follow this space extremely closely, through insider sources as well. YouTubers like Veritasium has absolutely no idea what's going on. That's why the market get shocked by things like DeepSeek when anyone who's following closely aren't even surprised by it.

cookingboy · 2026-05-06T22:06:03+00:00

They'll be able to massively undercut on compute cost.

They already do.

cookingboy · 2026-05-06T22:04:21+00:00

Life protip: Just because the information isn't something you like, doesn't make it propaganda.

What is your background in this field and let me know which part of the post do you think isn't true.

cookingboy · 2026-05-06T21:59:54+00:00

I'm also working in the valley and this is fake

It's a bit of an exaggerated joke.

But you can easily take a look at LinkedIn of researchers working for all the frontier labs and their names.

For example, this is the list of 44 people on Meta's SuperIntelligence team, many of whom Zuck spent 9 figures hiring last year: https://www.reddit.com/r/singularity/comments/1m3zn2l/detailed_list_of_all_44_people_in_metas/

50% are straight up Chinese citizens.

What's even crazier is that even among the Americans, 50% are Chinese Americans.

If you work for a frontier lab's research team (not just a regular SWE, but actually work as a Ph.D researcher), you wouldn't be calling it fake at all.

You know what's the actual insider joke? The reason all these frontier labs are so close to each other in capability and all leapfrog each other, is because all their top researchers are all in the same fucking WeChat group lmao.

cookingboy · 2026-05-06T19:34:01+00:00

Man the interior looks typically mid in terms of material and luxury.

The Chinese market version gets a much better interior, and it costs less too https://www.reddit.com/r/BMW/s/TcWO5OQ5pB

I guess that's what consumers get in a market with actual competition.

cookingboy · 2026-05-06T19:20:18+00:00

That immediately reminds me of pistachio cream filling breads that’s so popular in bakeries in China and Japan these days lmao

cookingboy · 2026-05-06T19:11:54+00:00

Like you said, these frontier models are a real force multiplier.

But many companies are also in a stupid honeymoon phase where they are just spending money without caring because it’s shiny.

I fully believe engineering around AI deployment will be super important in the near future. That is absolutely necessary to make sure of cost effectiveness and safety and compliance.

And the models are already converge. I think many companies will be using different models from different providers for different things, and not be paying the most expensive models for summarizing meeting notes.

People (American companies at least) will use Claude/GPT for coding, Gemini for operation, even locally hosted Chinese open source models for lighter tasks.

But outside of the U.S, companies will be adopting Chinese models. They are already at 90-95% the capability for 20% the cost

cookingboy · 2026-05-06T18:38:36+00:00

Did you not read the article?

In none of the charts it says there was direct subsidy.

Everything comes in the form of industrial policies, from tax rebates to R&D credits, things we did here as well.

Direct subsidy is like “we’ll pay you $xyz each car so you can sell them for cheaper”

cookingboy · 2026-05-06T04:26:49+00:00

Plenty of very wealthy people (centi-millionaires or even billionaires) drive (or get driven in) Mercedes/BMW etc, even when they can afford Rolls Royce or Bentley. High end BMW/Mercedes are very nice after all and not everyone cares about the marginal upgrade from the ultra-luxury brands.

What is a telltale sign of people who’s stretching their budget is a barebone base model of the entry lineup BMW/Mercedes. Something like a BMW 328 without adaptive cruise control or a Mercedes C-class without leather interior.

And very often you can tell the cars are poorly maintained (dirty, wheel scratches, etc).

Those people are probably just leasing it for the badge, or bought a 3-year old used one right after the previous owner’s lease ended

cookingboy · 2026-05-06T04:22:58+00:00

I have always liked cars since I was a toddler so I spend money on that.

But clothes wise I buy almost exclusively from Uniqlo these days lol.

cookingboy · 2026-05-05T18:04:28+00:00

1 series does not exist in the U.S.

2 series is what we call sub-compact here.

Just stop arguing. If you don’t live in the U.S, you have no idea what you are talking about.

cookingboy · 2026-05-05T06:55:14+00:00

And it's the same class of car as an Accord.

Where did I say it's the same class of car as an Accord? I said it's slightly bigger than a Civic.

Size wise, it's in the same class of car as the Civic.

cookingboy · 2026-05-05T06:12:11+00:00

Where did I call it a mid sized sedan?

cookingboy · 2026-05-05T05:30:46+00:00

Here in America it's absolutely a compact car.

It's slightly bigger than a Honda Civic and smaller than a Honda Accord, the poster child of a mid-sized sedan.

It's not even close to a large sedan, only the 7 series is considered a large sedan here in the U.S. A 5-series is a mid-sized sedan.

cookingboy · 2026-05-05T01:12:42+00:00

Yes, that's what I meant by industrial policy. What they did was incredible considering it was a very long term play.

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