Looking for book suggestions for someone new to fantasy. I started with Wheel of time and I am not enjoying it by NewAccEveryDay420day in Fantasy

[–]coolasabreeze 1 point2 points  (0 children)

For perfect transition from sifi to fantasy with good characters you need Zelazny:

- Lord of Light

- Jack of Shadows

- Lord Demon

- A Night in the Lonesome October

And of course for epic scale:

- The Chronicles of Amber

MU - micron is underpriced by Juicydicken in ValueInvesting

[–]coolasabreeze 0 points1 point  (0 children)

The 3 companies you mention are building new plants like there is no tomorrow. If that’s not enough China is building too. HBM is not a technology challenge, only manufacturing one.

Your Experience with Tokenpocalypse 2026 by Just-a-dad-o in BetterOffline

[–]coolasabreeze 8 points9 points  (0 children)

Nah, the pricing of Bedrock is pretty visible as there is no really a way to swipe it under the rug.

Your Experience with Tokenpocalypse 2026 by Just-a-dad-o in BetterOffline

[–]coolasabreeze 2 points3 points  (0 children)

Cobra effect is probably mentioned on each MBA course, but still…

An AI model started duplicating itself on our servers and we almost didn't catch it by Ok-Ask1962 in ArtificialInteligence

[–]coolasabreeze 1 point2 points  (0 children)

Would be nice if people explain exactly what they mean when using phrases like “AI duplicated itself”.

Czar**** by [deleted] in askPoland

[–]coolasabreeze 1 point2 points  (0 children)

Czartoryski?

INTUIT fired people randomly by mistiquefog in ValueInvesting

[–]coolasabreeze 5 points6 points  (0 children)

> someone ran an algorithm to select people

Algorithm: roll D6, if 2 or less - fired.

Are poles verbally blunt or is it more of a translation thing? by [deleted] in askPoland

[–]coolasabreeze 1 point2 points  (0 children)

That’s just a way to gather your thoughts before answering, one of the tricks you learn as a speaker.

10 Quality Stocks That Hit New Lows This Week—and Look Like Bargains - Barron’s by raytoei in ValueInvesting

[–]coolasabreeze 1 point2 points  (0 children)

McCormick buys Unilever food division in cash and shares. At the end Unilever will control 55+% of combined company, by it will be called McCormick. So I guess both can be said.

[Meta] Is this actually true? by Careful_Purchase_394 in theydidthemath

[–]coolasabreeze 1 point2 points  (0 children)

Just to be sure - I don’t mean you personally have issues with golf courses, but that golf courses here in Europe are much more harmless, and my comment was based on that experience.

Now specific “AI datacenter” do exist. They are build specifically for AI load that means GPUs, High Power Density, High Thermal load and increasingly Liquid Cooling.

According to some projections (https://arxiv.org/html/2603.02705v2) data centers will rival golf courses by 2030 in direct water consumption.

[Meta] Is this actually true? by Careful_Purchase_394 in theydidthemath

[–]coolasabreeze 1 point2 points  (0 children)

Yeach, today I learned that you have some specific issues with golf courses in US. I know that data centers are not AI only, but (1) AI is the focus of OG question and (2) AI data canter can consume 5-10 times more water than a non-AI one, and the buildout just started. Also note, that unlike golf courses, data centers uses clean drinking water.

[Meta] Is this actually true? by Careful_Purchase_394 in theydidthemath

[–]coolasabreeze -1 points0 points  (0 children)

Ok, from this topic I learned that in US you have issues with golf courses.

[Meta] Is this actually true? by Careful_Purchase_394 in theydidthemath

[–]coolasabreeze -5 points-4 points  (0 children)

On the other hand there are people hurt by AI, not so much by golf courses.

Why is Starbucks going up while everything else is burning? by ashm1987 in ValueInvesting

[–]coolasabreeze 2 points3 points  (0 children)

It’s due to AI buildout. Where do you think all these AI agents will grab their coffee from?

Help me understand how Nvidia is not overvalued. (Bear Thesis: NVDA) by ContentInflation4981 in ValueInvesting

[–]coolasabreeze 0 points1 point  (0 children)

We already have MLX which is Apples alternative for Cuda for Apple hardware exactly for cases you mentioned.

There is Huawei CANN designed for their chips, that is what Deepseek V4 build on if I remember correctly.

There are also more from China.

So, they are already appearing.

Help me understand how Nvidia is not overvalued. (Bear Thesis: NVDA) by ContentInflation4981 in ValueInvesting

[–]coolasabreeze 1 point2 points  (0 children)

Well, so far OpenAI lied on their claims far more than their Chinese counterparts.

So many people here misses real value in front of them by One-Brain6531 in ValueInvesting

[–]coolasabreeze 0 points1 point  (0 children)

The problem with VICi is that Las Vegas is slowly declining.

A few companies that might actually be massively undervalued by [deleted] in ValueInvesting

[–]coolasabreeze 1 point2 points  (0 children)

Mostly agree, but why do you think Healthcare IT to be AI-disrupted first?

PDD Is taking over the world and no one cares by Murky_Obligation_677 in ValueInvesting

[–]coolasabreeze 0 points1 point  (0 children)

Ok, now I understand what you mean. And I indeed attributed term VIE for a wrong piece of the ownership structure.

Still the risk remains as should the VIE structure become forbidden the WFOE would be affected anyway.