MS stock is only down 1% today. Still time to get in.

They claim to use AI for 30% of their coding. If they had even one person QC this build, this would have been caught. You can't log in to test without hitting this bug.

https://ancillary-proxy.atarimworker.io?url=https%3A%2F%2Fwww.cnbc.com%2F2025%2F04%2F2...

If this is the future, we're all in trouble. And yes. I run Ubuntu, but none of my corporate programs run on Ubuntu. I have to use MS. As does most of the world.

Don't know about the Nürburgring.

However, this is from Car and Driver:
https://ancillary-proxy.atarimworker.io?url=https%3A%2F%2Fwww.caranddriver.com%2Fn...

"YangWang U9 Track Edition just reached a top speed of 293.54 mph at a test track in Germany" at the ATP Automotive Testing Papenburg track.

In Germany. Not China.

I've been to China a few times in the last few years. I've been in plenty of Chinese EV taxis or "Didi da che" (their version of Uber). Yes. They are good. Ask a cab driver how the car has been for the last 2-3 years, and they have positive comments. Trust me, the cab drivers will bitch about anything they don't like - from government corruption to speed cameras to the long waits at the airport. After 2-3 years of heavy use, the interiors of those taxis are generally in impressively good shape. They hold up. Some of the interiors would hold their own against a Mercedes E class. Same with exterior fit and finish. Take the badges off, and it is difficult to tell the difference next to a new Audi.

How much of their coding is done by AI?

https://ancillary-proxy.atarimworker.io?url=https%3A%2F%2Fwww.cnbc.com%2F2025%2F04%2F2...

1. Colleges should screen applicants. If they aren't ready, don't take them.
2. Colleges should fail anyone who can't pass their courses. Fail too many courses, and you are done.

It isn't the college's job to teach anything other than college level courses.

They will build what they want. Not what we want.

What depreciation method are these companies using? What is suggested by GAAP? What is reality ( or how fast are these chips actually going to zero value? )?

My understanding is that most companies use 3 or 5 year straight-line depreciation with 0 residual value for "computers". This seems reasonable for these Nvidia chips. Are they doing something different?

If you make me talk to some AI bot, I'm hanging up and calling the competition. Plus, Salesforce is expensive. If a premium product can't deliver a premium experience, the sale is lost.

So what happens when Britain, France, Canada, Germany, Japan, etc. decide the American tech companies will be required to sell their local operations to a local investment group at a price-to-sales ratio of 1.4 times? Screaming good deal for the investors.

So if the AI decides it likes beheading videos, what's your defense when the flash bangs start going off and your door explodes?

When a lawyer "attests" to a court filing, the lawyer confirms its authenticity, truthfulness, and legal basis. By signing the document, a lawyer makes a representation to the court that they have conducted a reasonable inquiry and have not submitted the filing for an improper purpose.
"(2) the claims, defenses, and other legal contentions are warranted by existing law or by a nonfrivolous argument for extending, modifying, or reversing existing law or for establishing new law;"

It's called Rule 11
https://ancillary-proxy.atarimworker.io?url=https%3A%2F%2Fwww.law.cornell.edu%2Fru...

He signed a sworn statement along with the filing that states he stands behind his filing.
If a lawyer falsely signs filings, I'd support 1 warning with a fine much larger than 10k. Second time - disbarred.
We put a huge amount of trust in lawyers. If they abuse that trust, they gotta go.

Are they going allow MS to pull in all these documents without signing ironclad NDAs?

And Microsoft is going spend all this money to store all these documents without charging more? Or do these documents have some non-obvious value?

If I have access to every document at every company... Hmmmm.

How long before MS notices that the most common user input is: "That isn't what I want you stupid f***ing piece of mindless sh**t." My guess is never b/c they really don't care.

And how will it respond? Will it be: "To pay your Microsoft bill say Yes." "To add Microsoft services say Yes." When you really want to get Excel to add up and then slice and dice costs across 20,000 invoices.

Everything we buy is more expensive to fund the fees that feed these very profitable loyalty programs. Even if you don't participate, it is baked into the credit card fees which are in turn baked into the price at the store.

Simplifying. You over pay by 2% to get 1% back. This is dumb.