This is generally why I’m
Hoping I can survive another 5 years and then get out cause even if I don’t need to do that I’ll be prepared. However news like this does make me think I’d be lucky with that timeline.
Unlike atlassian or block where you could just look at their stock price versus their hiring and go oh yeah sure meta is absolutely killing it and this does feel like they think they can run a lot thinner via “efficiencies” however 120b in capex is also a fucking lot lol and their models stink.
Not great but it also takes them back to 2023 staffing levels(if 20 percent is correct)with 4-5x the capex they had that year. They’re falling behind big time in AI but are still committed to it. Still this isn’t one I can hand wave away as “ai washing” strictly
But I also think the ultimate money making position here is to under all 3 cause that 50 percent is gonna wobble quite a bit
I think I’d probably take that bet on Ohio and take the under on AK and the Senate.
Bro that’s Deandre Ayton lol
(Whether or not you think those are toss ups or they should be all light blue is obviously to taste/your preferred modeling but I think having to win a coin toss twice shouldn’t lead to positive odds)
Don’t really know how you get coin flip odds having to sweep every toss up(nc me and mi) and then also pick up AK and OH to not have Vance breaking every tie.
I don’t want the worms and eggs
I would be thrilled if Tarantino got vaporized but I will say, I love this movie and this 10 second clip is never far from my mind. The way he says it is just something that I can’t help but go “man I hear ya brother”
I’d like to see this
I’ll put down my marker: 1100 package deal with two steam controllers will be the only thing they sell or something similar. Maybe 1400 with two controllers and whatever the fuck that VR thing is
I was under the impression they had secured the chips before the huge price spike and then I saw what they put out the other day and I was like oh man you’re fucked lol
Dude I bet we’re talking 1k+ lol
Steam machine may not even exist so this may be The Device for this sort of thing
I’m interested!
There’s a reason we call him JDPON Don
I think there’s this sort of idea that if you make a woman laugh she’ll be attracted to you and it’s like hey man you should make people laugh cause people like laughing. To use laughs as currency…dark
He is doing that though
President trump is deporting the damn money now I tell ya what. Sorry.
Kawhi is fucking insane dude
Filled out 3 different surveys today. Personal record I think. Mr “well you asked”
Like you tell me if this is about AI or not
I’m not saying it’s good the market is punishing companies for massively over staffing during 2021 after absolutely over paying them but that’s what is happening here with Atlassian
lol
No one gets what they deserve, but someone gets it. Karma is real but it thinks all humans look alike so it just passes the shit along to the first people it sees. So we all have to make good karma for each other or else we’ll be slogging through other people’s shit forever.
It’s halved twice since January that’s crazy and even from that(multi year) high it’s nearly half of its brief last 2021 peak. They do need to pivot to AI insofar as they were previously pivoting to bankruptcy
Another “this is definitely about AI and not our stock price being back at 2018 levels again”
Straights of Hormuz is gonna be my fantasy baseball team name
