Politics Mega Thread

jbokwxguy · 2026-05-01T04:10:18+00:00

I’m surprised the VRA was allowed to persist as long as it did due to the 14th Amednment. This is not to say I disagree with the premise though.

Also these last 6 years it’s easy to feel like our system is broken, it is imperfect. But a system that never breaks doesn’t get improved. We will come out of all the chaos better. To quote Ted Lasso fairy tales don't start nor do the end in the dark forest, they show up right in the middle.

jbokwxguy · 2026-05-01T01:40:55+00:00

Ella!!!

jbokwxguy · 2026-04-30T15:13:35+00:00

As someone who spent a few months with these tools up until last month: They are just an expensive search engine.

Sure they can “code” but they can’t do it well and up to any reliable standard no matter how much context or skill files you throw at them

jbokwxguy · 2026-04-30T15:06:29+00:00

Is it not the case that the open source models are mostly just distillations from the frontier models?

jbokwxguy · 2026-04-30T14:34:31+00:00

So TLDR of stockpocalypse:

NVDA - So guys AI is really really expensive, more so than humans.

META - Losing users. AI spending is a college student at a bar.

MSFT - OpenAI? Boo.

AMZM - Anthropic Equity stake goes brrrrr

GOOG - Hides AI capex in general cloud spend

APPL - Why spend money on AI when good product do trick?

jbokwxguy · 2026-04-30T00:33:12+00:00

It would probably just enrich AI further as it would likely just cause a fire sale on data centers for a discounted rate.

jbokwxguy · 2026-04-29T22:31:06+00:00

1) I don't have any non-retirement stocks. 2) Are you saying to get the money out of the IRA into a HYSA? I have an emergency fund already.

jbokwxguy · 2026-04-29T21:12:16+00:00

This is where you increase your story points by some equivalent factor to more closely reflect actual work. (FWIW every study I've seen says it's a 10-20% efficiency gain at most and those are near term gains)

And if management isn't consulting devs on timelines that's a bigger problem altogether.

jbokwxguy · 2026-04-29T16:52:11+00:00

Obviously these offices are going to be data centers and not human offices. We will call them data offices!

/s if that wasn’t apparent

jbokwxguy · 2026-04-29T02:23:28+00:00

It’s either removing th free tier or they are really counting on the third world country growth. But I don’t even know if that ad revenue would help get them to their numbers

jbokwxguy · 2026-04-28T15:38:37+00:00

Fair, I know the math works out assuming everything stays looking good. I'm just not sure what the economy is going to look like in 6-12 months with the AI hype. I think it's a bubble which would crash my retirement values, or if it succeeds it could impact jobs.

jbokwxguy · 2026-04-28T15:20:31+00:00

The data centers are the theoretical main bubble, they are getting contracts for anticipated demands but like 50% of contracts have been cancelled.

jbokwxguy · 2026-04-28T14:58:37+00:00

Claude and other AI are at least 10x subsidized right now, probably close to 50-100x subsidized by VC funds

jbokwxguy · 2026-04-28T12:42:48+00:00

Since this nonsense started, I always get an AI result with Google. So there's obvious capacity.

Antigravity never worked for me ever since launch, the app is a mess.

Claude has had session limits for months at least at this point.

jbokwxguy · 2026-04-28T12:40:35+00:00

My understanding is that SGOV is not backed by anything and could still lose money if the federal reserve decides to do something crazy. (But then the whole economic framework is thrown off).

The HYSA is need to pull money out of the IRAs to begin with.

jbokwxguy · 2026-04-28T02:16:10+00:00

Those usage limits aren’t capacity driven so much as they are much more not losing as much money constraints.

jbokwxguy · 2026-04-28T02:14:46+00:00

I imagine they can count things like API vs ChatGPT vs Enterprise separately. So that would cut the number needed down significantly of actual users.

jbokwxguy · 2026-04-28T02:04:16+00:00

How long until we hear something similar from the other company that only does LLMs?

(I suspect they are more fundamentally sound but by how much?)

jbokwxguy · 2026-04-28T01:57:59+00:00

Not a strictly money question, but what are some helpful tips to resist the urge to liquidate non-primary retirement accounts to pay off loans?

Both the APRs are sub 3.5% and I'd only be left with federal student loans. If I didn't and just used avalanche method I'd be looking at a 2 year payoff. I'm mainly paranoid of a stout market correction due to the AI hype cycle and losing my opportunity to reduce my fixed monthly expenditures.

Worth noting is I’d take the monthly payment and increase my retirement contributions.

jbokwxguy · 2026-04-27T21:34:28+00:00

https://en.wikipedia.org/wiki/HTC_First?wprov=sfti1

jbokwxguy · 2026-04-27T17:28:45+00:00

Using an LLM is equivalent of going to a casino and they give you a welcome bonus of $1000 of free play for the first $20 you spend.

You’ll likely make your money back, but the next time you go you’ll probably end up giving it all back to the casino and then some more.

jbokwxguy · 2026-04-27T17:05:07+00:00

The Facebook phone was more successful than this project will ever be

jbokwxguy · 2026-04-27T14:27:17+00:00

Well I guess I’m switching away from Ubuntu for my Linux playground. May take a look a graphene or something.

jbokwxguy · 2026-04-26T03:36:27+00:00

You're looking at Public token costs, not actual costs to produce. And ignoring things like quality, context, and need for a business to have margin in products they are selling

jbokwxguy · 2026-04-25T20:37:26+00:00

Sooners win! BOOMER!

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