I hope the AI bubble has room to stretch yet because this will only cost Intel more share to AMD and various ARM licensees in their other markets.

They darn well better have a plan to be ready with some compelling leap-frog-products in those other spaces 'three generations for now' because by the super premium "AI-Server market" prices driven by people spending VC money that was never real to them anyway will likely be over.

I don't think the current AI tech is a dead end by any means or that it is not valuable, but it is also not got to generate the revenue to build all those data centers OpenAI has options on. That is all just noise to pump unsustainable valuations a little longer. When those turn out to be the vapor they are Intel's notions of AI server chips being a sellers market will be vapor too.

Well the inflation numbers are out now (10/24) and they only just barely above 2%. It is almost like your assumptions were and are wrong or something....

So in the real world - Space X has actually received about half of what you claim, and what they have received is because they have delivered on what they were contracted to do. - So awful..

Meanwhile our so-called-allies in the EU are going to try to undercut another successful American technology enterprise by allowing their state subsidized aerospace operators to collude. - Fine, that is probably the right policy choice for them; but we should stop pretending the EU is 'friendly' and treat them like the 'frenemies' they actually are. We definitely should stop subsidizing their defense.

Right all those people enabling the rich to get richer by paying for work well below market rate. While the politicians the wealthy overwhelmingly support out side of notable Billionaires, get a crop of new voters when those people have children. Voters who are utterly dependent on them and entirely free of any commitment to our national cultural heritage.

All those SS and medicare contributions, won't mean a thing because those programs are STILL demographically upside down even with them. Not to mention they really only help once again the already very wealthy pay people less than real cost of living for their labor - it is literally just more wealth transfer. We don't have the problem of 1930 anymore, we don't need older workers to retire to make room for younger more productive bodies; we have almost the opposite problem!

Take care of you in your dotage, you should have actually contributed to society and had some children if that is your concern.

Mass immigration does nothing but pour gasoline on social stratification. Even if it does enable growth, this has always been true, it was true in gilded age it is true now. The US does not really have a wealth and productivity problem right now. If we did immigration might be a sensible policy, we do have social stratification problem, so the correct policy choice is clearly to reduce immigration.

The person that needs to grow brain or at least us it, can be found in your nearest mirror. This nation's problems are because an entire generation can't let go of the dogma of 1960. Either they grew up in the 1960s or the got 'educated' by people who did and they can't or won't see the landscape has changed.

GDP impact is a fine measure for looking at the impact of some narrow policy choices, but people continue to act like it strongly correlates with mean-individual well being. It hasn't for a long time, but generations of economists can't let go of theories developed by Great Depression survivors, who at the time were right about "Bro You gotta pump them top line numbers" we are not there today.

It's short sighted of a special kind, even.

2-3 decades ago, it was car manufacturing. Every car maker by then knew that the Chinese would steal the tech. There's a famous example of a Mercedes Benz factory making busses which for the first year or two sold like hot cakes. Then demand suddenly vanished. Research found that the chinese joint venture partner (you had to joint venture in those days, not sure about now) had copied the entire factory, brick by brick, one city away. An exact copy making the exact same busses, just without Mercedes Benz in the loop. And, of course, slightly cheaper.

Everyone knew that.

And yet everyone went to China. They figured that it was still profitable to accept that risk.

Of course, the fact that CEOs these days change every few years and get a severance package large enough that they can immediately retire doesn't exactly make them long-term thinkers.

Heck, stop getting any food that is available locally. It's insane that I can buy some food that was grown in South America, shipped to Asia for processing and packaging and then shipped to Europe for less than the same food grown in Europe.

There's quite a bit of utter insanity there.

Yes, but this cuts both ways. These days, a LOT of essential day-by-day supplies are manufactured in China. If China and the G7 stopped all trade tomorrow, the damage to the G7 would be bigger and more immediate than that on China.

True. Germany is learning that lesson now that cheap energy from Russia is no longer available and its export business can't compete anymore.

I don't know that MS has been caught doing data transfers specifically(though they'd have to screw it up or have it leaked at a fairly high level to get caught; 'cloud' is basically always opaque on the back end as far as the customer can see); but there have been a couple of instances recently of service getting cancelled. When Trump got into a snit with the ICC cut their chief prosecutor off(Brad Smith mollified more or less nobody with the claim that they didn't cancel service to the ICC, just to the senior official that the feds were upset with, which is probably technically true in the sense of account GUIDs but not usefully true); and the also kicked Unit 8200 out of their cozy custom Azure environment; though apparently with enough notice that they were able to move the data somewhere else.

It seems likely that random European corporations see themselves as lower profile and less vulnerable than the ICC or Israeli military intelligence; but if anyone doing risk assessment for them hasn't at least considered the fact that basically a belligerent old man would just have to decide that they are 'very unfair' tomorrow; or that someone other than greenland needs to be brought into the homeland, and that would potentially be all it takes for your MS EA to just stop talking to you then they aren't doing their jobs very thoroughly.

Seems like they've been doing it since 2008. Is there a ten year statute of limitations or something?

So how many people has he actually plowed into? I am guessing none? right?

So the reality, all those people where correct, their much nicer car than he can afford on a bus driver salary, is more than capable of accelerating and getting out of the way before he collides with them.

It not surprising they have better perception and judgement than he does, given they are not civil employees.

There are clearly identifiable victims, everyone else on or near the road who was endangered by you traveling beyond the socially agreed risk level.

Now who did Binance hurt? and how?

"Generative" they said...

Not even

Under communism, once the decision is made to develop a resource, that is usually it. Anyone's objections reasonable or otherwise be damned.

At least under capitalism private ownership gives people some incentive to keep things they have 'nice' and resist policy that would deprive them of it, which they often successful can.

Look at the history of Russian Oil and gas, over the 20th century. Communism is most certainly NOT going to help the cause of saving the planet.

Yeah they just hand out Nobel prizes for horse dewormer.

Sorry your King Fauci got deposed, I know its hard to deal with the lack of closure. We should have hanged him..

Sounds like a problem tariffs can help solve.

But then drinkypoo would not have as many shiny new toys to smear his excrement all over, so Trump bad...