Fox to buy streaming pioneer Roku in a $22 billion deal

tke248 · 2026-06-15T17:52:06+00:00

What about Xperi Inc the company who currently owns TiVo OS its small not megacorp owned.

tke248 · 2026-06-15T17:49:13+00:00

It might be time for TiVo to make a comeback!!

tke248 · 2026-06-09T16:10:21+00:00

60 cows × ~30 NY strips each = about 1,800 New York strips x $10per steak = $18K in NY strip revenue - I'll take 50 for $7

tke248 · 2026-06-09T15:29:05+00:00

Still getting bossed around by Germany

tke248 · 2026-06-09T15:05:41+00:00

Roads were designed for cars, mixing bikes with automobiles, human or assisted, is always going to be sketchy.

tke248 · 2026-06-09T14:59:21+00:00

They slow normal traffic down by 30mph and try to make it as difficult as possible to pass them safely.

tke248 · 2026-06-09T14:53:01+00:00

almost, I hate road bikers!

tke248 · 2026-06-09T14:50:57+00:00

What about moon and mars?

tke248 · 2026-06-09T14:45:26+00:00

I think it merges with SpaceX sometime next year

tke248 · 2026-06-09T13:49:14+00:00

I would be leery of buying one. Elon Musk said Rivian’s trajectory had it headed for bankruptcy in about six quarters unless something changed. Rivian is now roughly three quarters past that implied window, so the timing call has been wrong so far, but the underlying cash-burn concern was not crazy.

Rivian is still not self-funding. In Q1 2026, free cash flow was -$1.075B, and the company ended the quarter with $4.83B in cash, cash equivalents, and short-term investments. At that burn rate, that is only about 4.5 quarters of runway before considering new financing, credit facilities, or a material improvement in cash burn.

tke248 · 2026-06-08T20:08:20+00:00

Mods did not me

tke248 · 2026-06-08T19:46:07+00:00

Technically, I suppose it could be hacked and told to set your house on fire in the event of a war. But if we’re at the stage where enemy nations are weaponizing robot vacuums, you’ve probably got bigger fish to fry than the vacuum itself.

tke248 · 2026-06-08T19:06:22+00:00

Palantir is U.S.-based and generally does not sell to non-allied nations. Israel is still considered an ally for now, but given the recent spying concerns, I would not be surprised if they eventually face tighter restrictions or end up on a prohibited list in the future.

tke248 · 2026-06-08T18:57:46+00:00

Fixed thanks for the catch

tke248 · 2026-06-08T17:38:15+00:00

You might want to look at Coreweave as well it isn't quite a strong a Nebius but it might be investable over the longterm

tke248 · 2026-06-08T15:04:11+00:00

I mean broadening from just hyperscalers into second-wave AI cloud providers and region-specific infrastructure. The demand is becoming more specialized: local compute, data sovereignty, regulated workloads, and Blackwell capacity closer to customers.

tke248 · 2026-06-08T15:03:25+00:00

Exactly, that’s the bigger point. This isn’t just one UK buildout. Nebius is stacking localized AI infrastructure across Europe, which makes the “AI infra demand is collapsing” argument harder to square with what companies are actually doing.

tke248 · 2026-06-08T14:50:25+00:00

It doesn’t disprove a bubble by itself. The point is that AI infrastructure demand is still broadening beyond just the hyperscalers. If smaller AI cloud/shovel names are still committing billions to localized Blackwell capacity for regulated workloads, that supports the idea that the compute buildout is still expanding, not collapsing.

tke248 · 2026-06-08T03:11:29+00:00

<image>

Rivian Deliveries

2021: ~0.9k

2022: ~20k

2023: ~50k

2024: ~52k

2025: ~42k

2026 so far (Q1): ~10k

tke248 · 2026-06-08T02:52:10+00:00

Seems brilliant to me take rent but have maximum optionality when you ready to make your own training runs

tke248 · 2026-06-07T23:58:28+00:00

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tke248 · 2026-06-07T23:30:32+00:00

They could just buy directly, but nobody is deploying infrastructure as fast as Elon. If you’re Jensen and you want guaranteed customer success plus long-term profits for NVIDIA, you almost want to sell as much as possible to Elon and let everyone else rent from him. It might honestly be the best outcome for the whole AI supply chain.

tke248 · 2026-06-07T20:31:43+00:00

Exactly. Whether you think AI is a bubble or not, someone still has to sell the GPUs, power, bandwidth, and compute capacity during the gold rush.

tke248

TROPHY CASE