WPA3 moved from symmetric AES to ECDH which is vulnerable to Quantum. Gonna be a tonne of IOT inverters waste.

The phone now has a limited lifespan though because of this prior stupidity where eventually am gonna get into spicy pillow territory. At that point the phone prematurely dies.

We are going into a period where we are throwing away devices with 12mp+ cameras, and processors arguably faster than most desktops. It was arguable when the phones were old and legacy, but at this point the cameras on there are stupidly good.

We need these phones to be repurposed for a second life and actually capture their manufacture energy costs.

Frankly, if Apple allowed old iphones to be used for server usage, it is kind of crazy how efficient per dollar that would be.

10% of the stock is floated.

90% of the stock is owned by Masa who used it for collateral for his 18 billion loan for Stargate. THat is against 33 banks who have a strong incentivise to dump in a margin call situation.

Their revenues are circular for the last 4 years, with 30% growth purely coming from Softbank shuffling their own money.

They are gonna be the canary in the coal mine for when the AI bubble implodes.

Is anyone looking at this and the CBO figures and not just realising the government is straight lying about the figures?

Gonna believe Powell and Waller on this one.

Reports in North Virginia and Texas are stating existing data centres are being capped 30% to prevent residential brownouts.

We will see how the maths works out given there is 19 GW shortage of power. 7 year lead time for Siemens power turbines, 3-5 years for transformers.

Raw commodities are shooting up, not enough education to cover nuclear and SMEs and the RoI is already underwater.

Current US debt to gdp is 124%, 38.6 trillion. Japan too at 230-240%.

Bond markets in both are looking seriously unhealthy (Japan going via a Liz Truss moment at present).

If the AI bubble falls over, the US government is going to have to print 5 trillion to cover the bubble at least. The only option there is inflate away anyone holding cash.

If hte AI succeeds and people are replaced, the US government faces a massive fiscal cliff of a loss of tax receipts. They won't be able to service the debt and again will be forced to inflate away.

To service current debt projects, AI growth needs to return some 3.2-3.5%, it is currently 0.5%.

Bonds, equities, USD, and housing are all risk assets right now.

90% of their stock is being used as collateral against 33 banks for 18 billion stargate loan to OpenAI.

Given Japanese bond markets right now, 30% circular financing, if the AI narrative falls, ARM is gonna blow up.

The cooler was under the rated tdp of the platform. That and it lasted 6 months and so far seemed the only case of it falling over like it did.

Yea am leaning on it being user error.

That and it moved to Arm’s 9.2 instructions.

The price for a H100 per hour has gone from the peak of $8.42 to about $1.80.

A H100 consumes 700W, lets say $0.10 per kwh?

A H100 costs around $30000.

Given deepseek, can the price of this drop further given a much larger supply of available GPUs can now be proven to be unlocked (Mi300x, H200s, H800s etc...).

Now that LLMs have effectively become commodity, with a significant price floor, is this new value ahead of what is profitable for the card.

Given the new Blackwell is $70000, is there sufficient applications that enable customers to get a RoI on the new card?

Am curious about this as I think I am currently ignorant of the types of applications that businesses can use to outweigh the costs. I predict that the cost per hour of the GPU dropping such that it isn't such a no-brainer investment compared to previously. Especially if it is now possible to unlock potential from much older platforms running at lower electricity rates.

I don't expect a #180 AUM hedgefund to have as many GPUs than meta, msft or Google.

Was looking recently at the power requirements of an amp + subwoofer + 5 5.1 JBL surround speakers.

The setup was done decade ago, and the power needed for it was nuts. Something like 500W for a Denon amp and 250W for a JBL subwoofer?

For reference something like a OG HomePod consumes what 45W? The Sony srs xg500 boombox can last 30hours and is a giant room shaking boombox.

The difference in power efficiency between these old and new setups are nuts. Nevermind compatibility with AirPlay, streaming etc…

The proper solution should be secure by design and user friendly. We shouldn’t compromise the former for the latter.