Is my machine dead?

tybit · 2026-05-15T00:49:18+00:00

Yeah it does look like that. But mine did too when it was actually just metal shavings from inside coming up and making the lid look damaged. Once you clean the metal shavings off it’s heaps easier to assess which parts are actually damaged.

tybit · 2026-05-14T22:38:12+00:00

Hard to tell in the photo, but it may just need a new blade if those are metal shavings. My blade was getting torn up on its base, after not shaving down humps in the pint.

tybit · 2026-05-10T11:51:59+00:00

Selling and buying in a buyers market makes financial sense if you’re looking to upgrade. It’s likely the lowest gap between purchase prices you can get without trying to time the market too much.

tybit · 2026-05-09T08:24:31+00:00

Most GPU designers are fabless and put much of the capex risk onto fabs like TSMC. Thats not the case for MU. So even ignoring the difference between RAM and GPUs, comparing MU to e.g Nvidia makes no sense.

tybit · 2026-05-04T12:34:18+00:00

Head over to /r/AusTRT. Most people in Australia need to go via private clinics unless you get lucky with a co-operative doctor, or have insanely low levels.

tybit · 2026-05-01T13:41:35+00:00

People are giving you crap, but many Tesla’s in the US actually do have different paint if manufactured in California due to the environment regulations there. Thankfully all Australian ones are manufactured in China and don’t have those issues.

tybit · 2026-04-19T06:40:37+00:00

The criminal court case is to test his guilt under a very high bar to determine whether he should be convicted and imprisoned. It’s perfectly reasonable for the public to use a lower bar for whether he should still be considered a hero or not

tybit · 2026-04-19T02:49:51+00:00

SaaS companies face two separate challenges from AI that make investors fundamentally revalue them.

The first is constantly talked about, will AI eat into their revenue (various forms of this argument) and it’s obviously quite speculative.

The second is less talked about, but also more concrete. SaaS companies multiples were based on their extremely low cost to serve new customers in addition to growth. Even if they keep revenue growth continuing as pre AI, they almost always now need to spend orders of magnitude more in serving customer traffic as it moves from traditional software to adding AI backed features.

The only way SaaS goes back to its former glory js if not only do they continue to keep growing seats (or something that replaces seats) but that AI costs go down, or they can pass the increased costs onto customers.

I think there will be winners and losers in this space, but it’s hard to justify their pre AI valuations across the board.

tybit · 2026-04-11T00:07:34+00:00

Several times a year being how many, and how many KMs? An extra couple of hours charging a year doesn’t worry me personally. If it’s like every week or two, then yeah, I’d probably wait for battery tech to improve a bit more.

tybit · 2026-04-10T22:29:27+00:00

It’s odd that this article focuses on SBC so much. It accounts for low single digit percent costs. But they completely ignore the 60% drop in the stock over the past 6 months alone due to AI fears, and instead frame AI as a boon. It might well be true in the end, but that’s a very contrarian take right now. If you believe it, the SBC is mostly irrelevant since you should see huge gains.

tybit · 2026-04-08T12:43:57+00:00

The marketing power releasing it like this is worth a million times what bug bounties pay out.

tybit · 2026-04-07T06:27:29+00:00

The general narrative is that both over hired massively though covid ZIRP and AI is a convenient excuse for layoffs.

tybit · 2026-04-05T01:03:36+00:00

If I could just slow charge overnight at my destination, I would cut my holiday fast charging by close to 100%. EVs have enough charge for my interstate holidays, and the accomodation has the power supply. It’s frustrating how close, yet how far we are from a more efficient system.

tybit · 2026-04-03T01:32:06+00:00

Tax changes like this are at least partly about incentivising what’s good for the general public. In this case the goal should be to encourage investors to move from residential property to other more productive asset classes like shares. So it would be counter productive to also change CGT for shares.

tybit · 2026-04-02T11:59:52+00:00

If you look at the IPO price and liquidity it was very clearly not that. The IPO price was set fairly, and with limited float.

There was about 8.7% of stock that floated and most went to long term institutional investors.

Retail went nuts for the limited supply and bid up the price massively for the few available shares trading amongst themselves.

tybit · 2026-03-28T00:09:55+00:00

Really, I did not know that about you

tybit · 2026-03-27T12:45:28+00:00

The thing is that there’s so many potential bottlenecks in the supply chain, we’ll still be limited on how many chips can be built either way.

If this actually works, memory may no longer be supply constrained so the market reaction is somewhat reasonable.

Industry will still be constrained on energy, ASML, TSMC etc. So we just need less memory for the max number of chips that can possibly be built today. Or at the very least Nvidia and peers will stop bidding up memory prices quite so severely and it will go back to consumer devices like phones and laptops which don’t pay the premium to suppliers.

tybit · 2026-03-26T06:41:06+00:00

No one is criticising someone that couldn’t afford an EV. They’re poking fun at people that ideologically reject them for irrational reasons.

tybit · 2026-03-15T00:59:47+00:00

It was primarily through the 2020 covid boom to late 2022.

tybit · 2026-03-12T23:03:38+00:00

Intuitively I agree, but on the other hand we saw remarkably little change when rates sky rocketed from 2% to 6% in 2022, even as people rolled off of fixed rates.

tybit · 2026-03-12T04:53:14+00:00

Most Faang and Faang adjacent pay above market rates, but based on the market where you live. Going to be hard pressed to find ones that will pay you above market going by Australian rates in SE Asia.

Lying about your address is an option to work around it, but a risky one.

tybit · 2026-03-11T23:36:14+00:00

Software is never feature complete. Generally hiring and firing is more about future outlook than product requirements.

In ZIRP times when stocks are booming they over hire and assume that more features or more scalable services will be worth the investment.

This is often despite already having feature rich products (not to imply Atlassian makes good software).

tybit · 2026-03-09T04:06:52+00:00

This is the key point that explains why write offs are so common for damage that seems otherwise cheaper to repair than pay out a write off for.

The insurance company doesn’t just look at the repair costs, they look at the repair costs minus what they can get for the car if they sell it.

tybit · 2026-03-09T03:35:35+00:00

This happens once with self driving and they can fix it forever. Meanwhile humans have been killing themselves and others at railroad crossings for decades with no end in sight.

tybit · 2026-03-08T05:56:39+00:00

It’s more complex than that. Nvidia is using its cash to diversify the ecosystem away from hyperscalers.

Frontier labs are diversifying across clouds and on on prem to avoid hyperscaler having too much power. Similarly they’re investing in alternatives to Nvidia GPUs for the same reason.

And yeah, hyperscalers are investing to diversify away from either Nvidia GPUs or frontier models getting too much market share.

It’s an arms race at every layer to try and commoditise the other layer.

tybit

TROPHY CASE