jqubed

This feels like Bender breaking up with the Planet Express Ship in the middle of battle.

“Eh, the moment seemed right.”

My kid does this

Whatever inspires you!

Try melting them together!

Look at Ms. Moneybags; I’ve seen pastry chefs go into that much debt in culinary schools just to make $30,000/year!

Google:

People keep acting like this is unprecedented, and maybe it hasn’t specifically happened this way before, but boom/bust seems to happen every few years.

To hear my dad and other older folks talk, though, it sounds like things were really good in the ’90s and they haven’t seen commission checks like that since.

Emporia, Virginia is another notorious one, right on heavily traveled I-95 as well as US-58. Virginia has front license plates, so the cars that don’t have front plates definitely aren’t from Virginia and if there’s a group of cars all going the same speed it’s the easy way to pick out the non-local. Saw it happen when I was a passenger.

Five years is too long for the buyers. The AI bubble will burst before then and then the market price will drop as the inflated demand disappears, especially if this continues long enough for more production capacity to come online.

They might not have had much of a choice in making the deal, though. Micron has been extracting the absolute maximum they can out of this situation. Make a deal or get nothing. Their clients will remember, though, and flag them as an unreliable supplier. Once this ends—and these always end—they’ll likely have a lower market share and end up having to cut prices.

Micron is optimistic in saying the demand won’t start easing until 2028. A lot of the rest of the technology manufacturing industry is about to grind to a crawl if not a halt because it’s nearly impossible to get components. Some companies are already delaying product launches and I think a lot more are about to this summer as they realize what’s happening. If non-AI businesses start to slow, the whole economy starts to slow, the AI demand will falter and that’s when the bubble bursts. I’m thinking maybe by the end of this year, more likely next year.

When the bubble bursts I’m guessing at least a couple of the companies Micron signed SCAs with will fold and Micron won’t get anything.

SMS is 160 characters. In the early days Twitter really only functioned over SMS. The Twitter 140 character limit was to fit the message inside an SMS with room for other info like usernames.

What we really should have done is made the Car Talk guys president. If there's one thing I know for sure, it's that those two would never have forced me to listen to what some MIT grad thinks.

Absolute gold! (The hosts of Car Talk were both MIT grads)